MWM
EOT

Mascoma Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-1,200
Closed -$27K – 159
2019
Q2 		$27K Sell
1,200
-2,260
-65% -$50.4K 0.02% 208
2019
Q1 		$73K Sell
3,460
-4,000
-54% -$83K 0.05% 126
2018
Q4 		$139K Sell
7,460
-6,600
-47% -$132K 0.11% 79
2018
Q3 		$302K Buy
14,060
+4,600
+49% +$98.9K 0.2% 57
2018
Q2 		$193K Buy
9,460
+1,000
+12% +$20.4K 0.14% 70
2018
Q1 		$175K Hold
8,460
– – 0.12% 76
2017
Q4 		$179K Buy
8,460
+5,460
+182% +$124K 0.11% 75
2017
Q3 		$68K Hold
3,000
– – 0.05% 131
2017
Q2 		$66K Buy
+3,000
New +$65.7K 0.04% 136

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return