LTFS
EOT

Ladenburg Thalmann Financial Services’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Ladenburg Thalmann Financial Services’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 		$292K Sell
13,500
-2,500
-16% -$56.5K ﹤0.01% 2224
2019
Q3 		$361K Sell
16,000
-1,221
-7% -$28K ﹤0.01% 2018
2019
Q2 		$392K Buy
17,221
+3,221
+23% +$71.9K ﹤0.01% 1940
2019
Q1 		$296K Sell
14,000
-382
-3% -$7.93K ﹤0.01% 2101
2018
Q4 		$267K Buy
14,382
+14,000
+3,665% +$279K ﹤0.01% 2014
2018
Q3 		$8K Hold
382
– – ﹤0.01% 4381
2018
Q2 		$8K Hold
382
– – ﹤0.01% 4362
2018
Q1 		$8K Hold
382
– – ﹤0.01% 4362
2017
Q4 		$9K Hold
382
– – ﹤0.01% 4231
2017
Q3 		$9K Buy
382
+62
+19% +$1.39K ﹤0.01% 4130
2017
Q2 		$7K Buy
320
+4
+1% +$88 ﹤0.01% 4189
2017
Q1 		$7K Buy
316
+4
+1% +$85 ﹤0.01% 4160
2016
Q4 		$6K Buy
312
+6
+2% +$129 ﹤0.01% 4124
2016
Q3 		$7K Buy
306
+4
+1% +$92 ﹤0.01% 4006
2016
Q2 		$7K Buy
302
+287
+1,913% +$6.52K ﹤0.01% 3945
2016
Q1 		$0 Sell
15
-31
-67% -$679 ﹤0.01% 4712
2015
Q4 		$1K Sell
46
-68
-60% -$1.45K ﹤0.01% 4496
2015
Q3 		$2K Sell
114
-1,424
-93% -$28.9K ﹤0.01% 4246
2015
Q2 		$31K Buy
1,538
+27
+2% +$565 ﹤0.01% 2922
2015
Q1 		$32K Buy
1,511
+5
+0.3% +$106 ﹤0.01% 2882
2014
Q4 		$32K Buy
1,506
+6
+0.4% +$122 ﹤0.01% 2664
2014
Q3 		$30K Sell
1,500
-500
-25% -$10K ﹤0.01% 2348
2014
Q2 		$40K Hold
2,000
– – ﹤0.01% 2183
2014
Q1 		$39K Hold
2,000
– – ﹤0.01% 2136
2013
Q4 		$37K Hold
2,000
– – ﹤0.01% 2122
2013
Q3 		$38K Hold
2,000
– – ﹤0.01% 1995
2013
Q2 		$39K Buy
+2,000
New +$42.6K ﹤0.01% 1886

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

Ladenburg Thalmann Financial Services's EOT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 16% in Q4 2019, selling an estimated $56.5K and leaving 13,500 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Ladenburg Thalmann Financial Services first reported a position in EOT in Q2 2013 and has held it in 27 quarters since. The position peaked at $392K in Q2 2019. 29 funds tracked by Wall St. Rank hold EOT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 13,500 shares of Eaton Vance National Municipal Opportunities Trust worth $292K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 2,500 Eaton Vance National Municipal Opportunities Trust shares in Q4 2019, an estimated $56.5K.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2224 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Eaton Vance National Municipal Opportunities Trust position peaked at $392K in Q2 2019.
  • 29 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.