CWM
EOT

Concert Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-9,633
Closed -$223K – 585
2016
Q3 		$223K Buy
+9,633
New +$222K 0.03% 601

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concert Wealth Management's EOT Position: Q4 2016 in Review

Concert Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2016, closing a stake of 9,633 shares — an estimated $223K sold.

Concert Wealth Management first reported a position in EOT in Q3 2016 and held it in 1 quarter. The position peaked at $223K in Q3 2016. 35 funds tracked by Wall St. Rank hold EOT as of Q4 2016.

  • Concert Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 9,633 Eaton Vance National Municipal Opportunities Trust shares in Q4 2016, an estimated $223K.
  • Concert Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $223K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.