CF
EOT

Centaurus Financial’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-282
Closed -$6K – 959
2018
Q2 		$6K Buy
+282
New +$5.75K ﹤0.01% 1719

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial's EOT Position: Q3 2018 in Review

Centaurus Financial sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2018, closing a stake of 282 shares — an estimated $6K sold.

Centaurus Financial first reported a position in EOT in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 34 funds tracked by Wall St. Rank hold EOT as of Q3 2018.

  • Centaurus Financial reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 282 Eaton Vance National Municipal Opportunities Trust shares in Q3 2018, an estimated $6K.
  • Centaurus Financial first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Eaton Vance National Municipal Opportunities Trust position peaked at $6K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.