MSL
EOT

Mackay Shields LLC’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Mackay Shields LLC’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
Q3 		– Sell
-203,299
Closed -$4.68M – 117
2016
Q2 		$4.68M Buy
203,299
+27,386
+16% +$622K 0.23% 92
2016
Q1 		$3.92M Buy
+175,913
New +$3.85M 0.21% 91

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
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackay Shields LLC's EOT Position: Q3 2016 in Review

Mackay Shields LLC sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2016, closing a stake of 203,299 shares — an estimated $4.68M sold.

Mackay Shields LLC first reported a position in EOT in Q1 2016 and held it in 2 quarters. The position peaked at $4.68M in Q2 2016. 33 funds tracked by Wall St. Rank hold EOT as of Q3 2016.

  • Mackay Shields LLC reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2016 after selling out during the quarter.
  • Mackay Shields LLC sold 203,299 Eaton Vance National Municipal Opportunities Trust shares in Q3 2016, an estimated $4.68M.
  • Mackay Shields LLC first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2016 and held it in 2 quarters.
  • Mackay Shields LLC's Eaton Vance National Municipal Opportunities Trust position peaked at $4.68M in Q2 2016.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2016.

Based on Mackay Shields LLC's 13F filing for Q3 2016, filed 20 Oct 2016.