OBWP
EOT

O'Brien Wealth Partners’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

O'Brien Wealth Partners’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
Q2 		– Sell
-1,200
Closed -$25K – 128
2018
Q1 		$25K Buy
+1,200
New +$25.8K 0.02% 79

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Brien Wealth Partners's EOT Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2018, closing a stake of 1,200 shares — an estimated $25K sold.

O'Brien Wealth Partners first reported a position in EOT in Q1 2018 and held it in 1 quarter. The position peaked at $25K in Q1 2018. 33 funds tracked by Wall St. Rank hold EOT as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 1,200 Eaton Vance National Municipal Opportunities Trust shares in Q2 2018, an estimated $25K.
  • O'Brien Wealth Partners first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Eaton Vance National Municipal Opportunities Trust position peaked at $25K in Q1 2018.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.