SEI Investments’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

SEI Investments’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 Q3	–	Sell	-7,370	Closed	-$161K	–	3239
2017 Q2	$161K	Buy	+7,370	New	+$161K	﹤0.01%	1929
2017 Q1	–	Sell	-2,636	Closed	-$55K	–	2959
2016 Q4	$55K	Buy	+2,636	New	+$56.7K	﹤0.01%	2125

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

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

FFA

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

UCFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SEI Investments's EOT Position: Q3 2017 in Review

SEI Investments sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2017, closing a stake of 7,370 shares — an estimated $161K sold.

SEI Investments first reported a position in EOT in Q4 2016 and held it in 2 quarters. The position peaked at $161K in Q2 2017. 35 funds tracked by Wall St. Rank hold EOT as of Q3 2017.

SEI Investments reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2017 after selling out during the quarter.
SEI Investments sold 7,370 Eaton Vance National Municipal Opportunities Trust shares in Q3 2017, an estimated $161K.
SEI Investments first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2016 and held it in 2 quarters.
SEI Investments's Eaton Vance National Municipal Opportunities Trust position peaked at $161K in Q2 2017.
35 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2017.

Based on SEI Investments's 13F filing for Q3 2017, filed 6 Nov 2017.