OC
EOT

Oppenheimer & Co’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Oppenheimer & Co’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
2015
Q4 		– Sell
-18,200
Closed -$377K – 1302
2015
Q3 		$377K Buy
18,200
+4,400
+32% +$89.4K 0.01% 912
2015
Q2 		$278K Buy
13,800
+4,150
+43% +$86.9K 0.01% 1124
2015
Q1 		$205K Buy
+9,650
New +$205K 0.01% 1294

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AFWA
Ancora Family Wealth Advisors Cleveland, Ohio $293M AUM 15.45% 1-Year Est. Return

Oppenheimer & Co's EOT Position: Q4 2015 in Review

Oppenheimer & Co sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2015, closing a stake of 18,200 shares — an estimated $377K sold.

Oppenheimer & Co first reported a position in EOT in Q1 2015 and held it in 3 quarters. The position peaked at $377K in Q3 2015. 41 funds tracked by Wall St. Rank hold EOT as of Q4 2015.

  • Oppenheimer & Co reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2015 after selling out during the quarter.
  • Oppenheimer & Co sold 18,200 Eaton Vance National Municipal Opportunities Trust shares in Q4 2015, an estimated $377K.
  • Oppenheimer & Co first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2015 and held it in 3 quarters.
  • Oppenheimer & Co's Eaton Vance National Municipal Opportunities Trust position peaked at $377K in Q3 2015.
  • 41 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2015.

Based on Oppenheimer & Co's 13F filing for Q4 2015, filed 3 Feb 2016.