SG Americas Securities
EOT

SG Americas Securities’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

SG Americas Securities’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
2018
Q3 		– Sell
-7,722
Closed -$158K – 3231
2018
Q2 		$158K Sell
7,722
-7,779
-50% -$159K ﹤0.01% 2762
2018
Q1 		$320K Buy
+15,501
New +$333K ﹤0.01% 2137
2017
Q1 		– Sell
-10,636
Closed -$221K – 3343
2016
Q4 		$221K Buy
+10,636
New +$229K ﹤0.01% 2278

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities's EOT Position: Q3 2018 in Review

SG Americas Securities sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2018, closing a stake of 7,722 shares — an estimated $158K sold.

SG Americas Securities first reported a position in EOT in Q4 2016 and held it in 3 quarters. The position peaked at $320K in Q1 2018. 34 funds tracked by Wall St. Rank hold EOT as of Q3 2018.

  • SG Americas Securities reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2018 after selling out during the quarter.
  • SG Americas Securities sold 7,722 Eaton Vance National Municipal Opportunities Trust shares in Q3 2018, an estimated $158K.
  • SG Americas Securities first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2016 and held it in 3 quarters.
  • SG Americas Securities's Eaton Vance National Municipal Opportunities Trust position peaked at $320K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2018.

Based on SG Americas Securities's 13F filing for Q3 2018, filed 6 Nov 2018.