LVW Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

LVW 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
2016 Q4	–	Sell	-9,310	Closed	-$217K	–	143
2016 Q3	$217K	Buy	+9,310	New	+$214K	0.07%	130
2016 Q2	–	Sell	-16,335	Closed	-$364K	–	137
2016 Q1	$364K	Hold	16,335	–	–	0.12%	93
2015 Q4	$350K	Hold	16,335	–	–	0.14%	98
2015 Q3	$338K	Hold	16,335	–	–	0.16%	97
2015 Q2	$330K	Hold	16,335	–	–	0.14%	101
2015 Q1	$346K	Hold	16,335	–	–	0.16%	98
2014 Q4	$343K	Buy	+16,335	New	+$333K	0.19%	107

Other funds holding EOT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

FFA

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

UCFA

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

CIA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVW Advisors's EOT Position: Q4 2016 in Review

LVW Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2016, closing a stake of 9,310 shares — an estimated $217K sold.

LVW Advisors first reported a position in EOT in Q4 2014 and held it in 7 quarters. The position peaked at $364K in Q1 2016. 35 funds tracked by Wall St. Rank hold EOT as of Q4 2016.

LVW Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2016 after selling out during the quarter.
LVW Advisors sold 9,310 Eaton Vance National Municipal Opportunities Trust shares in Q4 2016, an estimated $217K.
LVW Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2014 and held it in 7 quarters.
LVW Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $364K in Q1 2016.
35 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2016.

Based on LVW Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.