Quad-Cities Investment Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-674	Closed	-$15K	–	309
2019 Q3	$15K	Buy	674 +8	+1%	+$183	0.01%	535
2019 Q2	$15K	Buy	666 +7	+1%	+$156	0.01%	549
2019 Q1	$14K	Sell	659 -1,193	-64%	-$24.8K	0.01%	549
2018 Q4	$34K	Buy	1,852 +13	+0.7%	+$259	0.03%	383
2018 Q3	$40K	Buy	1,839 +7	+0.4%	+$151	0.04%	387
2018 Q2	$38K	Buy	+1,832	New	+$37.3K	0.04%	396

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

Quad-Cities Investment Group's EOT Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2019, closing a stake of 674 shares — an estimated $15K sold.

Quad-Cities Investment Group first reported a position in EOT in Q2 2018 and held it in 6 quarters. The position peaked at $40K in Q3 2018. 29 funds tracked by Wall St. Rank hold EOT as of Q4 2019.

Quad-Cities Investment Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 674 Eaton Vance National Municipal Opportunities Trust shares in Q4 2019, an estimated $15K.
Quad-Cities Investment Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Eaton Vance National Municipal Opportunities Trust position peaked at $40K in Q3 2018.
29 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.