WFA
EOT

Wellspring Financial Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Wellspring Financial Advisors’s Portfolio EOT Stock Details EOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,500
Closed -$173K – 127
2022
Q4 		$173K Buy
+10,500
New +$173K 0.06% 108

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wellspring Financial Advisors's EOT Position: Q1 2023 in Review

Wellspring Financial Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2023, closing a stake of 10,500 shares — an estimated $173K sold.

Wellspring Financial Advisors first reported a position in EOT in Q4 2022 and held it in 1 quarter. The position peaked at $173K in Q4 2022. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2023.

  • Wellspring Financial Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,500 Eaton Vance National Municipal Opportunities Trust shares in Q1 2023, an estimated $173K.
  • Wellspring Financial Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $173K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2023.

Based on Wellspring Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.