RCAG
EOT

Rehmann Capital Advisory Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Rehmann Capital Advisory 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
Q1 		– Sell
-222
Closed -$4.12K – 2103
2018
Q4 		$4.12K Sell
222
-222
-50% -$4.42K ﹤0.01% 1300
2018
Q3 		$9.55K Hold
444
– – ﹤0.01% 1378
2018
Q2 		$9.07K Hold
444
– – ﹤0.01% 1376
2018
Q1 		$9K Buy
+444
New +$9.53K ﹤0.01% 1341

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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

Rehmann Capital Advisory Group's EOT Position: Q1 2019 in Review

Rehmann Capital Advisory Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2019, closing a stake of 222 shares — an estimated $4.12K sold.

Rehmann Capital Advisory Group first reported a position in EOT in Q1 2018 and held it in 4 quarters. The position peaked at $9.55K in Q3 2018. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2019.

  • Rehmann Capital Advisory Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 222 Eaton Vance National Municipal Opportunities Trust shares in Q1 2019, an estimated $4.12K.
  • Rehmann Capital Advisory Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2018 and held it in 4 quarters.
  • Rehmann Capital Advisory Group's Eaton Vance National Municipal Opportunities Trust position peaked at $9.55K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2019, filed 22 May 2019.