Curi RMB Capital’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Curi RMB Capital’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	-10,300	Closed	-$191K	–	825
2018 Q4	$191K	Buy	+10,300	New	+$205K	﹤0.01%	835
2018 Q3	–	Sell	-14,626	Closed	-$299K	–	902
2018 Q2	$299K	Buy	+14,626	New	+$298K	0.01%	723
2016 Q3	–	Sell	-14,282	Closed	-$329K	–	456
2016 Q2	$329K	Buy	+14,282	New	+$324K	0.02%	344

Other funds holding EOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

Curi RMB Capital's EOT Position: Q1 2019 in Review

Curi RMB Capital sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2019, closing a stake of 10,300 shares — an estimated $191K sold.

Curi RMB Capital first reported a position in EOT in Q2 2016 and held it in 3 quarters. The position peaked at $329K in Q2 2016. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2019.

Curi RMB Capital reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2019 after selling out during the quarter.
Curi RMB Capital sold 10,300 Eaton Vance National Municipal Opportunities Trust shares in Q1 2019, an estimated $191K.
Curi RMB Capital first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2016 and held it in 3 quarters.
Curi RMB Capital's Eaton Vance National Municipal Opportunities Trust position peaked at $329K in Q2 2016.
33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2019.

Based on Curi RMB Capital's 13F filing for Q1 2019, filed 15 May 2019.