Next Financial Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Next Financial Group’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
2017 Q3	–	Sell	-200	Closed	-$4K	–	1800
2017 Q2	$4K	Sell	200 -300	-60%	-$6.57K	﹤0.01%	1595
2017 Q1	$11K	Sell	500 -100	-17%	-$2.13K	﹤0.01%	1238
2016 Q4	$12K	Sell	600 -200	-25%	-$4.3K	﹤0.01%	1563
2016 Q3	$19K	Buy	800 +100	+14%	+$2.3K	﹤0.01%	1384
2016 Q2	$16K	Buy	700 +300	+75%	+$6.82K	0.01%	1042
2016 Q1	$8K	Buy	400 +200	+100%	+$4.38K	﹤0.01%	1233
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	1440
2015 Q3	$4K	Buy	200 +100	+100%	+$2.03K	﹤0.01%	1470
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	1658
2015 Q1	$2K	Buy	+100	New	+$2.12K	﹤0.01%	1671
2014 Q4	–	Sell	-500	Closed	-$10K	–	2004
2014 Q3	$10K	Hold	500	–	–	﹤0.01%	1747
2014 Q2	$10K	Buy	+500	New	+$9.94K	0.01%	782

Other funds holding EOT

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

CIA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Next Financial Group's EOT Position: Q3 2017 in Review

Next Financial Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2017, closing a stake of 200 shares — an estimated $4K sold.

Next Financial Group first reported a position in EOT in Q2 2014 and held it in 12 quarters. The position peaked at $19K in Q3 2016. 35 funds tracked by Wall St. Rank hold EOT as of Q3 2017.

Next Financial Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 200 Eaton Vance National Municipal Opportunities Trust shares in Q3 2017, an estimated $4K.
Next Financial Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2014 and held it in 12 quarters.
Next Financial Group's Eaton Vance National Municipal Opportunities Trust position peaked at $19K in Q3 2016.
35 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.