MCM
EOT

Monument Capital Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Monument Capital 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
2018
Q4 		– Sell
-1,252
Closed -$27K – 168
2018
Q3 		$27K Buy
+1,252
New +$26.9K 0.02% 148

Other funds holding EOT

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Monument Capital Management's EOT Position: Q4 2018 in Review

Monument Capital Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2018, closing a stake of 1,252 shares — an estimated $27K sold.

Monument Capital Management first reported a position in EOT in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 42 funds tracked by Wall St. Rank hold EOT as of Q4 2018.

  • Monument Capital Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 1,252 Eaton Vance National Municipal Opportunities Trust shares in Q4 2018, an estimated $27K.
  • Monument Capital Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's Eaton Vance National Municipal Opportunities Trust position peaked at $27K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.