Mascoma Wealth Management LLC Eaton Vance National Municipal Opportunities Trust Transaction History

Mascoma Wealth Management LLC

$396 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 21, 2019	SELL	$21.92 - $24.7 $26,304 - $29,640	-1,200 Closed	0 $0
Q2 2019 Jul 29, 2019	SELL	$21.13 - $23.84 $47,753 - $53,878	-2,260 Reduced 65.32%	1,200 $27,000
Q1 2019 Apr 23, 2019	SELL	$18.99 - $21.84 $75,960 - $87,360	-4,000 Reduced 53.62%	3,460 $73,000
Q4 2018 Jan 28, 2019	SELL	$18.43 - $21.65 $121,638 - $142,890	-6,600 Reduced 46.94%	7,460 $139,000
Q3 2018 Nov 08, 2018	BUY	$20.35 - $22.94 $93,610 - $105,524	4,600 Added 48.63%	14,060 $302,000
Q2 2018 Aug 13, 2018	BUY	$20.03 - $20.77 $20,030 - $20,770	1,000 Added 11.82%	9,460 $193,000
Q4 2017 Feb 05, 2018	BUY	$21.85 - $23.49 $119,301 - $128,255	5,460 Added 182.0%	8,460 $179,000
Q3 2017 Nov 07, 2017	BUY	$22.2 - $23.15 $66,600 - $69,450	3,000	3,000 $68,000

Others Institutions Holding EOT

# of Institutions

49

Shares Held

3.04M

Call Options Held

0

Put Options Held

0

1607 Capital Partners, LLC Richmond, VA

581K
Shares

$9.72 Million
0.77% of portfolio
Ubs Group Ag

353K
Shares

$5.91 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

252K
Shares

$4.21 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

219K
Shares

$3.67 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

187K
Shares

$3.13 Million
0.15% of portfolio

About Eaton Vance National Municipal Opportunities Trust

Ticker EOT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance National Municipal Opportunities Trust is a close-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests its assets in municipal obligations. The fund conducts in-house research to make its investments. Eaton Vance National Mun...

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