Partnervest Advisory Services’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Partnervest Advisory Services’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 Q4	–	Sell	-14,435	Closed	-$326K	–	254
2019 Q3	$326K	Buy	+14,435	New	+$331K	0.12%	155
2019 Q2	–	Sell	-12,419	Closed	-$262K	–	250
2019 Q1	$262K	Buy	+12,419	New	+$258K	0.11%	173

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Partnervest Advisory Services's EOT Position: Q4 2019 in Review

Partnervest Advisory Services sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2019, closing a stake of 14,435 shares — an estimated $326K sold.

Partnervest Advisory Services first reported a position in EOT in Q1 2019 and held it in 2 quarters. The position peaked at $326K in Q3 2019. 29 funds tracked by Wall St. Rank hold EOT as of Q4 2019.

Partnervest Advisory Services reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2019 after selling out during the quarter.
Partnervest Advisory Services sold 14,435 Eaton Vance National Municipal Opportunities Trust shares in Q4 2019, an estimated $326K.
Partnervest Advisory Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2019 and held it in 2 quarters.
Partnervest Advisory Services's Eaton Vance National Municipal Opportunities Trust position peaked at $326K in Q3 2019.
29 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.