Geode Capital Management
EOT

Geode Capital Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Geode Capital 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
Q1 		– Sell
-26,732
Closed -$493K – 4132
2018
Q4 		$493K Buy
+26,732
New +$533K ﹤0.01% 3383
2014
Q1 		– Sell
-13,421
Closed -$247K – 3812
2013
Q4 		$247K Sell
13,421
-858
-6% -$15.8K ﹤0.01% 3362
2013
Q3 		$268K Buy
+14,279
New +$264K ﹤0.01% 3200

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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

Geode Capital Management's EOT Position: Q1 2019 in Review

Geode Capital Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2019, closing a stake of 26,732 shares — an estimated $493K sold.

Geode Capital Management first reported a position in EOT in Q3 2013 and held it in 3 quarters. The position peaked at $493K in Q4 2018. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2019.

  • Geode Capital Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2019 after selling out during the quarter.
  • Geode Capital Management sold 26,732 Eaton Vance National Municipal Opportunities Trust shares in Q1 2019, an estimated $493K.
  • Geode Capital Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2013 and held it in 3 quarters.
  • Geode Capital Management's Eaton Vance National Municipal Opportunities Trust position peaked at $493K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2019.

Based on Geode Capital Management's 13F filing for Q1 2019, filed 14 May 2019.