BCI
EOT

Brinker Capital Investments’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Brinker Capital Investments’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
Q3 		– Sell
-3,843
Closed -$87K – 795
2019
Q2 		$87K Buy
+3,843
New +$85.7K ﹤0.01% 507

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brinker Capital Investments's EOT Position: Q3 2019 in Review

Brinker Capital Investments sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2019, closing a stake of 3,843 shares — an estimated $87K sold.

Brinker Capital Investments first reported a position in EOT in Q2 2019 and held it in 1 quarter. The position peaked at $87K in Q2 2019. 30 funds tracked by Wall St. Rank hold EOT as of Q3 2019.

  • Brinker Capital Investments reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 3,843 Eaton Vance National Municipal Opportunities Trust shares in Q3 2019, an estimated $87K.
  • Brinker Capital Investments first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2019 and held it in 1 quarter.
  • Brinker Capital Investments's Eaton Vance National Municipal Opportunities Trust position peaked at $87K in Q2 2019.
  • 30 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2019.

Based on Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.