CAL
EOT

Capital Analysts LLC’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Capital Analysts LLC’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
-382
Closed -$9K – 703
2019
Q2 		$9K Buy
+382
New +$8.52K ﹤0.01% 537

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

Capital Analysts LLC's EOT Position: Q3 2019 in Review

Capital Analysts LLC sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2019, closing a stake of 382 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in EOT in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 30 funds tracked by Wall St. Rank hold EOT as of Q3 2019.

  • Capital Analysts LLC reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 382 Eaton Vance National Municipal Opportunities Trust shares in Q3 2019, an estimated $9K.
  • Capital Analysts LLC first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2019 and held it in 1 quarter.
  • Capital Analysts LLC's Eaton Vance National Municipal Opportunities Trust position peaked at $9K in Q2 2019.
  • 30 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2019.

Based on Capital Analysts LLC's 13F filing for Q3 2019, filed 12 Nov 2019.