FineMark National Bank & Trust’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-1,735	Closed	-$36K	–	558
2016 Q4	$36K	Hold	1,735	–	–	﹤0.01%	697
2016 Q3	$40K	Hold	1,735	–	–	﹤0.01%	659
2016 Q2	$40K	Hold	1,735	–	–	﹤0.01%	652
2016 Q1	$39K	Hold	1,735	–	–	﹤0.01%	640
2015 Q4	$37K	Hold	1,735	–	–	﹤0.01%	667
2015 Q3	$36K	Hold	1,735	–	–	﹤0.01%	709
2015 Q2	$35K	Hold	1,735	–	–	﹤0.01%	748
2015 Q1	$37K	Hold	1,735	–	–	0.01%	737
2014 Q4	$36K	Hold	1,735	–	–	0.01%	756
2014 Q3	$35K	Hold	1,735	–	–	0.01%	733
2014 Q2	$35K	Hold	1,735	–	–	0.01%	730
2014 Q1	$34K	Hold	1,735	–	–	0.01%	714
2013 Q4	$32K	Hold	1,735	–	–	0.01%	691
2013 Q3	$33K	Hold	1,735	–	–	0.01%	662
2013 Q2	$34K	Buy	+1,735	New	+$37K	0.01%	645

Other funds holding EOT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

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

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

FineMark National Bank & Trust's EOT Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2017, closing a stake of 1,735 shares — an estimated $36K sold.

FineMark National Bank & Trust first reported a position in EOT in Q2 2013 and held it in 15 quarters. The position peaked at $40K in Q3 2016. 28 funds tracked by Wall St. Rank hold EOT as of Q1 2017.

FineMark National Bank & Trust reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,735 Eaton Vance National Municipal Opportunities Trust shares in Q1 2017, an estimated $36K.
FineMark National Bank & Trust first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Eaton Vance National Municipal Opportunities Trust position peaked at $40K in Q3 2016.
28 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.