BCM
EOT

Blume Capital Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Blume Capital 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
2017
Q4 		– Sell
-1,324
Closed -$30K – 231
2017
Q3 		$30K Buy
+1,324
New +$29.7K 0.02% 153

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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Blume Capital Management's EOT Position: Q4 2017 in Review

Blume Capital Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2017, closing a stake of 1,324 shares — an estimated $30K sold.

Blume Capital Management first reported a position in EOT in Q3 2017 and held it in 1 quarter. The position peaked at $30K in Q3 2017. 37 funds tracked by Wall St. Rank hold EOT as of Q4 2017.

  • Blume Capital Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2017 after selling out during the quarter.
  • Blume Capital Management sold 1,324 Eaton Vance National Municipal Opportunities Trust shares in Q4 2017, an estimated $30K.
  • Blume Capital Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2017 and held it in 1 quarter.
  • Blume Capital Management's Eaton Vance National Municipal Opportunities Trust position peaked at $30K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2017.

Based on Blume Capital Management's 13F filing for Q4 2017, filed 12 Feb 2018.