Segment Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Segment Wealth Management’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
2017 Q1	–	Sell	-13,644	Closed	-$284K	–	184
2016 Q4	$284K	Hold	13,644	–	–	0.1%	130
2016 Q3	$318K	Hold	13,644	–	–	0.13%	117
2016 Q2	$314K	Hold	13,644	–	–	0.13%	106
2016 Q1	$304K	Hold	13,644	–	–	0.11%	109
2015 Q4	$292K	Hold	13,644	–	–	0.11%	114
2015 Q3	$283K	Hold	13,644	–	–	0.11%	126
2015 Q2	$275K	Hold	13,644	–	–	0.1%	140
2015 Q1	$289K	Hold	13,644	–	–	0.1%	139
2014 Q4	$287K	Hold	13,644	–	–	0.11%	121
2014 Q3	$272K	Hold	13,644	–	–	0.1%	140
2014 Q2	$273K	Hold	13,644	–	–	0.11%	143
2014 Q1	$265K	Hold	13,644	–	–	0.12%	134
2013 Q4	$252K	Hold	13,644	–	–	0.12%	132
2013 Q3	$256K	Hold	13,644	–	–	0.14%	125
2013 Q2	$269K	Buy	+13,644	New	+$291K	0.16%	114

Other funds holding EOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Segment Wealth Management's EOT Position: Q1 2017 in Review

Segment Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2017, closing a stake of 13,644 shares — an estimated $284K sold.

Segment Wealth Management first reported a position in EOT in Q2 2013 and held it in 15 quarters. The position peaked at $318K in Q3 2016. 28 funds tracked by Wall St. Rank hold EOT as of Q1 2017.

Segment Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2017 after selling out during the quarter.
Segment Wealth Management sold 13,644 Eaton Vance National Municipal Opportunities Trust shares in Q1 2017, an estimated $284K.
Segment Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and held it in 15 quarters.
Segment Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $318K in Q3 2016.
28 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2017.

Based on Segment Wealth Management's 13F filing for Q1 2017, filed 8 May 2017.