Stifel Financial’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Stifel Financial’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	-14,863	Closed	-$319K	–	2710
2018 Q3	$319K	Sell	14,863 -1,564	-10%	-$33.6K	﹤0.01%	2327
2018 Q2	$337K	Buy	16,427 +490	+3%	+$9.98K	﹤0.01%	2227
2018 Q1	$327K	Buy	15,937 +6,212	+64%	+$133K	﹤0.01%	2214
2017 Q4	$219K	Hold	9,725	–	–	﹤0.01%	2388
2017 Q3	$221K	Sell	9,725 -851	-8%	-$19.1K	﹤0.01%	2316
2017 Q2	$231K	Sell	10,576 -2,221	-17%	-$48.7K	﹤0.01%	2269
2017 Q1	$276K	Buy	12,797 +7	+0.1%	+$149	﹤0.01%	2145
2016 Q4	$264K	Buy	12,790 +13	+0.1%	+$280	﹤0.01%	2112
2016 Q3	$297K	Buy	+12,777	New	+$294K	﹤0.01%	1991

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial's EOT Position: Q4 2018 in Review

Stifel Financial sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2018, closing a stake of 14,863 shares — an estimated $319K sold.

Stifel Financial first reported a position in EOT in Q3 2016 and held it in 9 quarters. The position peaked at $337K in Q2 2018. 42 funds tracked by Wall St. Rank hold EOT as of Q4 2018.

Stifel Financial reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2018 after selling out during the quarter.
Stifel Financial sold 14,863 Eaton Vance National Municipal Opportunities Trust shares in Q4 2018, an estimated $319K.
Stifel Financial first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2016 and held it in 9 quarters.
Stifel Financial's Eaton Vance National Municipal Opportunities Trust position peaked at $337K in Q2 2018.
42 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.