JIC
EOT

Joel Isaacson & Co’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Joel Isaacson & Co’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
2016
Q2 		– Sell
-500
Closed -$11K – 732
2016
Q1 		$11K Buy
+500
New +$10.9K ﹤0.01% 561

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AFWA
Ancora Family Wealth Advisors Cleveland, Ohio $293M AUM 15.45% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Joel Isaacson & Co's EOT Position: Q2 2016 in Review

Joel Isaacson & Co sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2016, closing a stake of 500 shares — an estimated $11K sold.

Joel Isaacson & Co first reported a position in EOT in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 36 funds tracked by Wall St. Rank hold EOT as of Q2 2016.

  • Joel Isaacson & Co reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 500 Eaton Vance National Municipal Opportunities Trust shares in Q2 2016, an estimated $11K.
  • Joel Isaacson & Co first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2016 and held it in 1 quarter.
  • Joel Isaacson & Co's Eaton Vance National Municipal Opportunities Trust position peaked at $11K in Q1 2016.
  • 36 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.