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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mascoma Wealth Management's EOT Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2019, closing a stake of 1,200 shares — an estimated $27K sold.

Mascoma Wealth Management first reported a position in EOT in Q2 2017 and held it in 9 quarters. The position peaked at $302K in Q3 2018. 30 funds tracked by Wall St. Rank hold EOT as of Q3 2019.

Mascoma Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 1,200 Eaton Vance National Municipal Opportunities Trust shares in Q3 2019, an estimated $27K.
Mascoma Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2017 and held it in 9 quarters.
Mascoma Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $302K in Q3 2018.
30 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.