Doliver Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Doliver Advisors’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	-16,174	Closed	-$301K	–	152
2018 Q4	$301K	Buy	+16,174	New	+$322K	0.15%	85
2017 Q1	–	Sell	-9,911	Closed	-$206K	–	239
2016 Q4	$206K	Buy	+9,911	New	+$213K	0.17%	170
2014 Q4	–	Sell	-19,502	Closed	-$389K	–	246
2014 Q3	$389K	Buy	19,502 +2,498	+15%	+$50K	0.27%	147
2014 Q2	$340K	Sell	17,004 -10,276	-38%	-$204K	0.3%	134
2014 Q1	$529K	Buy	27,280 +816	+3%	+$15.6K	0.35%	107
2013 Q4	$489K	Buy	26,464 +6,036	+30%	+$111K	0.31%	132
2013 Q3	$384K	Sell	20,428 -273	-1%	-$5.05K	0.24%	175
2013 Q2	$409K	Buy	+20,701	New	+$441K	0.24%	194

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

Doliver Advisors's EOT Position: Q1 2019 in Review

Doliver Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2019, closing a stake of 16,174 shares — an estimated $301K sold.

Doliver Advisors first reported a position in EOT in Q2 2013 and held it in 8 quarters. The position peaked at $529K in Q1 2014. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2019.

Doliver Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2019 after selling out during the quarter.
Doliver Advisors sold 16,174 Eaton Vance National Municipal Opportunities Trust shares in Q1 2019, an estimated $301K.
Doliver Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and held it in 8 quarters.
Doliver Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $529K in Q1 2014.
33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2019.

Based on Doliver Advisors's 13F filing for Q1 2019, filed 13 May 2019.