Ancora Family Wealth Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Ancora Family Wealth 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
2016 Q3	$1.42M	Buy	60,850 +240	+0.4%	+$5.53K	0.48%	64
2016 Q2	$1.4M	Buy	60,610 +242	+0.4%	+$5.5K	0.53%	60
2016 Q1	$1.35M	Buy	60,368 +170	+0.3%	+$3.72K	0.55%	57
2015 Q4	$1.29M	Buy	60,198 +5,835	+11%	+$124K	0.55%	59
2015 Q3	$1.13M	Buy	+54,363	New	+$1.1M	0.47%	66

Other funds holding EOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Family Wealth Advisors's EOT Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 0.4% in Q3 2016, buying an estimated $5.53K and bringing the position to 60,850 shares worth $1.42M. The position accounts for 0.48% of the portfolio, ranked #64.

Ancora Family Wealth Advisors first reported a position in EOT in Q3 2015 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold EOT as of Q3 2016.

Ancora Family Wealth Advisors held 60,850 shares of Eaton Vance National Municipal Opportunities Trust worth $1.42M as of Q3 2016.
Ancora Family Wealth Advisors bought 240 Eaton Vance National Municipal Opportunities Trust shares in Q3 2016, an estimated $5.53K.
Eaton Vance National Municipal Opportunities Trust made up 0.48% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #64 holding.
Ancora Family Wealth Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2015 and has held it in 5 quarters since.
34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.