Advisor Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Advisor Group’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
2019 Q4	$140K	Buy	6,432 +97	+2%	+$2.19K	﹤0.01%	2678
2019 Q3	$143K	Buy	6,335 +1	+0%	+$23	﹤0.01%	2597
2019 Q2	$144K	Buy	6,334 +2	+0%	+$45	﹤0.01%	2572
2019 Q1	$134K	Buy	6,332 +1	+0%	+$21	﹤0.01%	2602
2018 Q4	$118K	Sell	6,331 -291	-4%	-$5.8K	﹤0.01%	2509
2018 Q3	$143K	Sell	6,622 -3,311	-33%	-$71.2K	﹤0.01%	2464
2018 Q2	$203K	Buy	9,933 +4	+0%	+$82	﹤0.01%	1961
2018 Q1	$205K	Buy	9,929 +4	+0%	+$86	﹤0.01%	1959
2017 Q4	$224K	Sell	9,925 -697	-7%	-$15.8K	﹤0.01%	1896
2017 Q3	$241K	Hold	10,622	–	–	﹤0.01%	1712
2017 Q2	$233K	Buy	10,622 +322	+3%	+$7.05K	﹤0.01%	1670
2017 Q1	$222K	Hold	10,300	–	–	﹤0.01%	1580
2016 Q4	$214K	Hold	10,300	–	–	﹤0.01%	1493
2016 Q3	$240K	Hold	10,300	–	–	0.01%	1406
2016 Q2	$237K	Buy	+10,300	New	+$234K	0.01%	1344

Other funds holding EOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Advisor Group's EOT Position: Q4 2019 in Review

Advisor Group increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 1.5% in Q4 2019, buying an estimated $2.19K and bringing the position to 6,432 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Advisor Group first reported a position in EOT in Q2 2016 and has held it in 15 quarters since. The position peaked at $241K in Q3 2017. 29 funds tracked by Wall St. Rank hold EOT as of Q4 2019.

Advisor Group held 6,432 shares of Eaton Vance National Municipal Opportunities Trust worth $140K as of Q4 2019.
Advisor Group bought 97 Eaton Vance National Municipal Opportunities Trust shares in Q4 2019, an estimated $2.19K.
Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2678 holding.
Advisor Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Eaton Vance National Municipal Opportunities Trust position peaked at $241K in Q3 2017.
29 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.