Jackson Grant Investment Advisers’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Jackson Grant Investment Advisers’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
2018 Q1	–	Sell	-2,210	Closed	-$50K	–	211
2017 Q4	$50K	Buy	2,210 +36	+2%	+$815	0.03%	143
2017 Q3	$49K	Buy	2,174 +25	+1%	+$562	0.04%	142
2017 Q2	$47K	Buy	2,149 +25	+1%	+$548	0.04%	132
2017 Q1	$46K	Buy	2,124 +25	+1%	+$534	0.04%	127
2016 Q4	$44K	Buy	2,099 +46	+2%	+$989	0.04%	127
2016 Q3	$48K	Buy	2,053 +22	+1%	+$507	0.04%	117
2016 Q2	$47K	Buy	2,031 +23	+1%	+$522	0.04%	110
2016 Q1	$45K	Buy	2,008 +8	+0.4%	+$175	0.04%	109
2015 Q4	$43K	Buy	+2,000	New	+$42.5K	0.04%	112

Other funds holding EOT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

FFA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jackson Grant Investment Advisers's EOT Position: Q1 2018 in Review

Jackson Grant Investment Advisers sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2018, closing a stake of 2,210 shares — an estimated $50K sold.

Jackson Grant Investment Advisers first reported a position in EOT in Q4 2015 and held it in 9 quarters. The position peaked at $50K in Q4 2017. 39 funds tracked by Wall St. Rank hold EOT as of Q1 2018.

Jackson Grant Investment Advisers reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2018 after selling out during the quarter.
Jackson Grant Investment Advisers sold 2,210 Eaton Vance National Municipal Opportunities Trust shares in Q1 2018, an estimated $50K.
Jackson Grant Investment Advisers first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2015 and held it in 9 quarters.
Jackson Grant Investment Advisers's Eaton Vance National Municipal Opportunities Trust position peaked at $50K in Q4 2017.
39 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2018, filed 14 May 2018.