OneDigital Investment Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

OneDigital Investment Advisors’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	-2,400	Closed	-$55K	–	723
2019 Q2	$55K	Hold	2,400	–	–	﹤0.01%	551
2019 Q1	$51K	Hold	2,400	–	–	0.01%	487
2018 Q4	$45K	Sell	2,400 -7,000	-74%	-$140K	0.01%	480
2018 Q3	$203K	Hold	9,400	–	–	0.05%	181
2018 Q2	$192K	Hold	9,400	–	–	0.04%	222
2018 Q1	$195K	Hold	9,400	–	–	0.04%	231
2017 Q4	$54K	Hold	9,400	–	–	0.01%	479
2017 Q3	$213K	Hold	9,400	–	–	0.08%	144
2017 Q2	$206K	Buy	+9,400	New	+$206K	0.06%	191

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 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

OneDigital Investment Advisors's EOT Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2019, closing a stake of 2,400 shares — an estimated $55K sold.

OneDigital Investment Advisors first reported a position in EOT in Q2 2017 and held it in 9 quarters. The position peaked at $213K in Q3 2017. 30 funds tracked by Wall St. Rank hold EOT as of Q3 2019.

OneDigital Investment Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 2,400 Eaton Vance National Municipal Opportunities Trust shares in Q3 2019, an estimated $55K.
OneDigital Investment Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $213K in Q3 2017.
30 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.