Financial & Investment Management Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Financial & Investment Management Group’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	-67,822	Closed	-$1.37M	–	128
2015 Q2	$1.37M	Sell	67,822 -19,300	-22%	-$404K	0.35%	58
2015 Q1	$1.85M	Sell	87,122 -9,569	-10%	-$203K	0.45%	57
2014 Q4	$2.03M	Sell	96,691 -4,600	-5%	-$93.7K	0.54%	49
2014 Q3	$2.02M	Hold	101,291	–	–	0.6%	48
2014 Q2	$2.03M	Sell	101,291 -705	-0.7%	-$14K	0.58%	46
2014 Q1	$1.98M	Buy	101,996 +1,200	+1%	+$23K	0.58%	46
2013 Q4	$1.86M	Buy	+100,796	New	+$1.86M	0.58%	47

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

Financial & Investment Management Group's EOT Position: Q3 2015 in Review

Financial & Investment Management Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2015, closing a stake of 67,822 shares — an estimated $1.37M sold.

Financial & Investment Management Group first reported a position in EOT in Q4 2013 and held it in 7 quarters. The position peaked at $2.03M in Q4 2014. 38 funds tracked by Wall St. Rank hold EOT as of Q3 2015.

Financial & Investment Management Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2015 after selling out during the quarter.
Financial & Investment Management Group sold 67,822 Eaton Vance National Municipal Opportunities Trust shares in Q3 2015, an estimated $1.37M.
Financial & Investment Management Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2013 and held it in 7 quarters.
Financial & Investment Management Group's Eaton Vance National Municipal Opportunities Trust position peaked at $2.03M in Q4 2014.
38 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2015.

Based on Financial & Investment Management Group's 13F filing for Q3 2015, filed 15 Oct 2015.