SIM
EOT

Sonora Investment Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Sonora Investment 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
2018
Q4 		– Sell
-1,600
Closed -$34K – 1265
2018
Q3 		$34K Buy
+1,600
New +$34.4K ﹤0.01% 481

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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sonora Investment Management's EOT Position: Q4 2018 in Review

Sonora Investment Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2018, closing a stake of 1,600 shares — an estimated $34K sold.

Sonora Investment Management first reported a position in EOT in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 42 funds tracked by Wall St. Rank hold EOT as of Q4 2018.

  • Sonora Investment Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Sonora Investment Management sold 1,600 Eaton Vance National Municipal Opportunities Trust shares in Q4 2018, an estimated $34K.
  • Sonora Investment Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2018 and held it in 1 quarter.
  • Sonora Investment Management's Eaton Vance National Municipal Opportunities Trust position peaked at $34K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2018.

Based on Sonora Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.