JP Morgan Private Wealth Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

JP Morgan Private Wealth 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
2018 Q2	–	Sell	-29,393	Closed	-$607K	–	1478
2018 Q1	$607K	Buy	29,393 +10,453	+55%	+$224K	﹤0.01%	803
2017 Q4	$427K	Hold	18,940	–	–	﹤0.01%	925
2017 Q3	$430K	Buy	+18,940	New	+$426K	﹤0.01%	904
2017 Q1	–	Sell	-10,450	Closed	-$217K	–	1337
2016 Q4	$217K	Sell	10,450 -2,250	-18%	-$48.4K	﹤0.01%	1131
2016 Q3	$296K	Sell	12,700 -250	-2%	-$5.76K	﹤0.01%	993
2016 Q2	$298K	Buy	12,950 +400	+3%	+$9.09K	﹤0.01%	984
2016 Q1	$280K	Buy	12,550 +2,097	+20%	+$45.9K	﹤0.01%	979
2015 Q4	$224K	Buy	+10,453	New	+$222K	﹤0.01%	985

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EOT Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2018, closing a stake of 29,393 shares — an estimated $607K sold.

JP Morgan Private Wealth Advisors first reported a position in EOT in Q4 2015 and held it in 8 quarters. The position peaked at $607K in Q1 2018. 33 funds tracked by Wall St. Rank hold EOT as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 29,393 Eaton Vance National Municipal Opportunities Trust shares in Q2 2018, an estimated $607K.
JP Morgan Private Wealth Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2015 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $607K in Q1 2018.
33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.