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

Capital Investment Advisory Services’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 Q4	–	Sell	-1,500	Closed	-$34K	–	758
2019 Q3	$34K	Hold	1,500	–	–	0.01%	652
2019 Q2	$35K	Hold	1,500	–	–	0.01%	631
2019 Q1	$32K	Buy	1,500 +1,000	+200%	+$20.8K	0.01%	570
2018 Q4	$9K	Buy	+500	New	+$9.97K	﹤0.01%	821

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Capital Investment Advisory Services's EOT Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2019, closing a stake of 1,500 shares — an estimated $34K sold.

Capital Investment Advisory Services first reported a position in EOT in Q4 2018 and held it in 4 quarters. The position peaked at $35K in Q2 2019. 29 funds tracked by Wall St. Rank hold EOT as of Q4 2019.

Capital Investment Advisory Services reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,500 Eaton Vance National Municipal Opportunities Trust shares in Q4 2019, an estimated $34K.
Capital Investment Advisory Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's Eaton Vance National Municipal Opportunities Trust position peaked at $35K in Q2 2019.
29 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.