FFA
EOT

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

First Foundation 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
Q4 		– Sell
-17,486
Closed -$395K – 358
2019
Q3 		$395K Hold
17,486
– – 0.02% 250
2019
Q2 		$398K Hold
17,486
– – 0.02% 245
2019
Q1 		$369K Hold
17,486
– – 0.02% 243
2018
Q4 		$325K Sell
17,486
-28,210
-62% -$562K 0.02% 305
2018
Q3 		$982K Sell
45,696
-13,157
-22% -$283K 0.05% 175
2018
Q2 		$1.2M Sell
58,853
-6,622
-10% -$135K 0.07% 144
2018
Q1 		$1.35M Hold
65,475
– – 0.08% 133
2017
Q4 		$1.48M Buy
65,475
+1,971
+3% +$44.6K 0.08% 137
2017
Q3 		$1.44M Sell
63,504
-5,887
-8% -$132K 0.08% 125
2017
Q2 		$1.52M Hold
69,391
– – 0.09% 124
2017
Q1 		$1.49M Hold
69,391
– – 0.09% 122
2016
Q4 		$1.44M Sell
69,391
-2,892
-4% -$62.2K 0.09% 120
2016
Q3 		$1.69M Buy
72,283
+2,141
+3% +$49.3K 0.12% 108
2016
Q2 		$1.62M Buy
70,142
+1,114
+2% +$25.3K 0.12% 106
2016
Q1 		$1.54M Buy
69,028
+6,812
+11% +$149K 0.11% 102
2015
Q4 		$1.33M Buy
62,216
+27,701
+80% +$589K 0.09% 115
2015
Q3 		$715K Buy
34,515
+12,268
+55% +$249K 0.06% 130
2015
Q2 		$449K Hold
22,247
– – 0.04% 157
2015
Q1 		$472K Buy
22,247
+11,560
+108% +$245K 0.04% 151
2014
Q4 		$224K Buy
+10,687
New +$218K 0.02% 207

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

First Foundation Advisors's EOT Position: Q4 2019 in Review

First Foundation Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2019, closing a stake of 17,486 shares — an estimated $395K sold.

First Foundation Advisors first reported a position in EOT in Q4 2014 and held it in 20 quarters. The position peaked at $1.69M in Q3 2016. 29 funds tracked by Wall St. Rank hold EOT as of Q4 2019.

  • First Foundation Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2019 after selling out during the quarter.
  • First Foundation Advisors sold 17,486 Eaton Vance National Municipal Opportunities Trust shares in Q4 2019, an estimated $395K.
  • First Foundation Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2014 and held it in 20 quarters.
  • First Foundation Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $1.69M in Q3 2016.
  • 29 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2019.

Based on First Foundation Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.