CIA
EOT

Capital Investment Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Capital Investment 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
2019
Q1 		– Sell
-41,359
Closed -$768K – 496
2018
Q4 		$768K Sell
41,359
-660
-2% -$13.2K 0.05% 236
2018
Q3 		$903K Sell
42,019
-2,796
-6% -$60.1K 0.05% 225
2018
Q2 		$916K Buy
44,815
+255
+0.6% +$5.2K 0.06% 223
2018
Q1 		$921K Sell
44,560
-1,185
-3% -$25.4K 0.06% 224
2017
Q4 		$1.03M Hold
45,745
– – 0.07% 210
2017
Q3 		$1.04M Sell
45,745
-1,700
-4% -$38.2K 0.07% 202
2017
Q2 		$1.04M Sell
47,445
-1,250
-3% -$27.4K 0.07% 200
2017
Q1 		$1.05M Sell
48,695
-5,015
-9% -$107K 0.08% 199
2016
Q4 		$1.12M Sell
53,710
-3,550
-6% -$76.3K 0.09% 185
2016
Q3 		$1.33M Sell
57,260
-2,954
-5% -$68.1K 0.12% 161
2016
Q2 		$1.39M Sell
60,214
-38,049
-39% -$864K 0.13% 148
2016
Q1 		$2.19M Sell
98,263
-34,454
-26% -$754K 0.22% 92
2015
Q4 		$2.84M Sell
132,717
-636
-0.5% -$13.5K 0.29% 79
2015
Q3 		$2.76M Buy
133,353
+9,586
+8% +$195K 0.31% 71
2015
Q2 		$2.5M Sell
123,767
-6,477
-5% -$136K 0.27% 85
2015
Q1 		$2.76M Sell
130,244
-961
-0.7% -$20.4K 0.29% 79
2014
Q4 		$2.75M Buy
131,205
+1,012
+0.8% +$20.6K 0.3% 75
2014
Q3 		$2.6M Buy
130,193
+1,504
+1% +$30.1K 0.3% 81
2014
Q2 		$2.57M Sell
128,689
-1,550
-1% -$30.8K 0.29% 83
2014
Q1 		$2.53M Buy
130,239
+9,080
+7% +$174K 0.32% 80
2013
Q4 		$2.24M Buy
+121,159
New +$2.24M 0.3% 86

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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 Investment Advisors's EOT Position: Q1 2019 in Review

Capital Investment Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2019, closing a stake of 41,359 shares — an estimated $768K sold.

Capital Investment Advisors first reported a position in EOT in Q4 2013 and held it in 21 quarters. The position peaked at $2.84M in Q4 2015. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2019.

  • Capital Investment Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2019 after selling out during the quarter.
  • Capital Investment Advisors sold 41,359 Eaton Vance National Municipal Opportunities Trust shares in Q1 2019, an estimated $768K.
  • Capital Investment Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2013 and held it in 21 quarters.
  • Capital Investment Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $2.84M in Q4 2015.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2019.

Based on Capital Investment Advisors's 13F filing for Q1 2019, filed 11 Apr 2019.