Bank of Montreal’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Bank of Montreal’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
2018 Q2	–	Sell	-1,075	Closed	-$22K	–	4752
2018 Q1	$22K	Buy	+1,075	New	+$23.1K	﹤0.01%	3527
2016 Q2	–	Sell	-3,466	Closed	-$77K	–	4145
2016 Q1	$77K	Buy	3,466 +1,650	+91%	+$36.1K	﹤0.01%	2891
2015 Q4	$39K	Hold	1,816	–	–	﹤0.01%	3128
2015 Q3	$38K	Hold	1,816	–	–	﹤0.01%	3025
2015 Q2	$37K	Sell	1,816 -240	-12%	-$5.02K	﹤0.01%	3101
2015 Q1	$44K	Buy	+2,056	New	+$43.6K	﹤0.01%	2967

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

UCFA

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of Montreal's EOT Position: Q2 2018 in Review

Bank of Montreal sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2018, closing a stake of 1,075 shares — an estimated $22K sold.

Bank of Montreal first reported a position in EOT in Q1 2015 and held it in 6 quarters. The position peaked at $77K in Q1 2016. 33 funds tracked by Wall St. Rank hold EOT as of Q2 2018.

Bank of Montreal reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2018 after selling out during the quarter.
Bank of Montreal sold 1,075 Eaton Vance National Municipal Opportunities Trust shares in Q2 2018, an estimated $22K.
Bank of Montreal first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2015 and held it in 6 quarters.
Bank of Montreal's Eaton Vance National Municipal Opportunities Trust position peaked at $77K in Q1 2016.
33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2018.

Based on Bank of Montreal's 13F filing for Q2 2018, filed 16 Jul 2018.