AAM
EOT

Advisors Asset Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Advisors Asset Management’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
Q2 		– Sell
-11,297
Closed -$239K – 1559
2019
Q1 		$239K Sell
11,297
-350
-3% -$7.26K ﹤0.01% 1315
2018
Q4 		$216K Sell
11,647
-933
-7% -$18.6K ﹤0.01% 1185
2018
Q3 		$270K Sell
12,580
-220
-2% -$4.73K ﹤0.01% 1187
2018
Q2 		$262K Sell
12,800
-435
-3% -$8.86K ﹤0.01% 1190
2018
Q1 		$276K Sell
13,235
-149
-1% -$3.2K ﹤0.01% 1186
2017
Q4 		$302K Sell
13,384
-142
-1% -$3.21K 0.01% 1176
2017
Q3 		$307K Buy
13,526
+11,497
+567% +$258K 0.01% 1173
2017
Q2 		$44K Buy
+2,029
New +$44.5K ﹤0.01% 1440
2016
Q1 		– Sell
-71,004
Closed -$1.52M – 1847
2015
Q4 		$1.52M Sell
71,004
-16,105
-18% -$342K 0.02% 748
2015
Q3 		$1.8M Sell
87,109
-93,240
-52% -$1.89M 0.03% 668
2015
Q2 		$3.64M Sell
180,349
-11,552
-6% -$242K 0.05% 484
2015
Q1 		$4.07M Sell
191,901
-10,077
-5% -$214K 0.05% 447
2014
Q4 		$4.24M Sell
201,978
-10,562
-5% -$215K 0.06% 397
2014
Q3 		$4.23M Buy
212,540
+28,135
+15% +$563K 0.06% 385
2014
Q2 		$3.69M Buy
184,405
+40,503
+28% +$805K 0.05% 413
2014
Q1 		$2.79M Buy
143,902
+48,845
+51% +$936K 0.04% 463
2013
Q4 		$1.75M Buy
95,057
+63,477
+201% +$1.17M 0.03% 544
2013
Q3 		$593K Buy
+31,580
New +$584K 0.01% 842

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisors Asset Management's EOT Position: Q2 2019 in Review

Advisors Asset Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2019, closing a stake of 11,297 shares — an estimated $239K sold.

Advisors Asset Management first reported a position in EOT in Q3 2013 and held it in 18 quarters. The position peaked at $4.24M in Q4 2014. 33 funds tracked by Wall St. Rank hold EOT as of Q2 2019.

  • Advisors Asset Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2019 after selling out during the quarter.
  • Advisors Asset Management sold 11,297 Eaton Vance National Municipal Opportunities Trust shares in Q2 2019, an estimated $239K.
  • Advisors Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2013 and held it in 18 quarters.
  • Advisors Asset Management's Eaton Vance National Municipal Opportunities Trust position peaked at $4.24M in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2019.

Based on Advisors Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.