Envestnet Asset Management
EOT

Envestnet Asset Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Envestnet Asset 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
2019
Q3 		– Sell
-85,962
Closed -$1.96M – 3103
2019
Q2 		$1.96M Buy
85,962
+11,708
+16% +$261K ﹤0.01% 1566
2019
Q1 		$1.57M Buy
74,254
+20,030
+37% +$416K ﹤0.01% 1611
2018
Q4 		$1.01M Buy
54,224
+200
+0.4% +$3.99K ﹤0.01% 1746
2018
Q3 		$1.16M Buy
+54,024
New +$1.16M ﹤0.01% 701
2016
Q4 		– Sell
-66,860
Closed -$1.56M – 3147
2016
Q3 		$1.56M Buy
66,860
+10,912
+20% +$251K 0.01% 1051
2016
Q2 		$1.29M Buy
55,948
+14,906
+36% +$339K 0.01% 1224
2016
Q1 		$916K Buy
41,042
+8,170
+25% +$179K ﹤0.01% 1360
2015
Q4 		$704K Buy
32,872
+5,124
+18% +$109K ﹤0.01% 1454
2015
Q3 		$575K Buy
27,748
+4,941
+22% +$100K ﹤0.01% 1527
2015
Q2 		$460K Buy
22,807
+5,714
+33% +$120K ﹤0.01% 1756
2015
Q1 		$362K Buy
17,093
+6,558
+62% +$139K ﹤0.01% 1697
2014
Q4 		$221K Buy
10,535
+4,994
+90% +$102K ﹤0.01% 976
2014
Q3 		$110K Sell
5,541
-2,529
-31% -$50.6K ﹤0.01% 1259
2014
Q2 		$161K Buy
+8,070
New +$160K ﹤0.01% 1068

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management's EOT Position: Q3 2019 in Review

Envestnet Asset Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2019, closing a stake of 85,962 shares — an estimated $1.96M sold.

Envestnet Asset Management first reported a position in EOT in Q2 2014 and held it in 14 quarters. The position peaked at $1.96M in Q2 2019. 30 funds tracked by Wall St. Rank hold EOT as of Q3 2019.

  • Envestnet Asset Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 85,962 Eaton Vance National Municipal Opportunities Trust shares in Q3 2019, an estimated $1.96M.
  • Envestnet Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2014 and held it in 14 quarters.
  • Envestnet Asset Management's Eaton Vance National Municipal Opportunities Trust position peaked at $1.96M in Q2 2019.
  • 30 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2019.

Based on Envestnet Asset Management's 13F filing for Q3 2019, filed 17 Oct 2019.