D.A. Davidson & Co’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

D.A. Davidson & Co’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
2015 Q3	–	Sell	-500	Closed	-$10K	–	2209
2015 Q2	$10K	Sell	500 -3,500	-88%	-$73.3K	﹤0.01%	1868
2015 Q1	$84K	Hold	4,000	–	–	﹤0.01%	1210
2014 Q4	$84K	Hold	4,000	–	–	﹤0.01%	1205
2014 Q3	$79K	Hold	4,000	–	–	﹤0.01%	1223
2014 Q2	$80K	Hold	4,000	–	–	﹤0.01%	1243
2014 Q1	$77K	Hold	4,000	–	–	﹤0.01%	1248
2013 Q4	$73K	Buy	4,000 +500	+14%	+$9.23K	﹤0.01%	1200
2013 Q3	$65K	Buy	3,500 +2,000	+133%	+$37K	﹤0.01%	1057
2013 Q2	$29K	Buy	+1,500	New	+$32K	﹤0.01%	1233

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

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

AFWA

Ancora Family Wealth Advisors Cleveland, Ohio $293M AUM 15.45% 1-Year Est. Return

D.A. Davidson & Co's EOT Position: Q3 2015 in Review

D.A. Davidson & Co sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2015, closing a stake of 500 shares — an estimated $10K sold.

D.A. Davidson & Co first reported a position in EOT in Q2 2013 and held it in 9 quarters. The position peaked at $84K in Q1 2015. 38 funds tracked by Wall St. Rank hold EOT as of Q3 2015.

D.A. Davidson & Co reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2015 after selling out during the quarter.
D.A. Davidson & Co sold 500 Eaton Vance National Municipal Opportunities Trust shares in Q3 2015, an estimated $10K.
D.A. Davidson & Co first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and held it in 9 quarters.
D.A. Davidson & Co's Eaton Vance National Municipal Opportunities Trust position peaked at $84K in Q1 2015.
38 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2015.

Based on D.A. Davidson & Co's 13F filing for Q3 2015, filed 13 Nov 2015.