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

VSR Financial Services’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
2016 Q2	$316K	Sell	13,731 -1,583	-10%	-$36K	0.05%	362
2016 Q1	$342K	Sell	15,314 -2,222	-13%	-$48.6K	0.04%	411
2015 Q4	$376K	Sell	17,536 -6,928	-28%	-$147K	0.04%	383
2015 Q3	$507K	Sell	24,464 -3,594	-13%	-$73K	0.06%	304
2015 Q2	$566K	Sell	28,058 -999	-3%	-$20.9K	0.06%	318
2015 Q1	$616K	Sell	29,057 -2,855	-9%	-$60.5K	0.07%	303
2014 Q4	$670K	Sell	31,912 -2,993	-9%	-$61K	0.08%	271
2014 Q3	$696K	Sell	34,905 -295	-0.8%	-$5.9K	0.08%	263
2014 Q2	$704K	Buy	35,200 +980	+3%	+$19.5K	0.09%	269
2014 Q1	$664K	Buy	34,220 +7,906	+30%	+$152K	0.09%	271
2013 Q4	$486K	Sell	26,314 -2,943	-10%	-$54.4K	0.07%	324
2013 Q3	$550K	Buy	29,257 +6,314	+28%	+$117K	0.1%	251
2013 Q2	$453K	Buy	+22,943	New	+$489K	0.09%	275

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

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

FFA

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

AFWA

Ancora Family Wealth Advisors Cleveland, Ohio $293M AUM 15.45% 1-Year Est. Return

CIA

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

UCFA

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

VSR Financial Services's EOT Position: Q2 2016 in Review

VSR Financial Services reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 10% in Q2 2016, selling an estimated $36K and leaving 13,731 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #362.

VSR Financial Services first reported a position in EOT in Q2 2013 and has held it in 13 quarters since. The position peaked at $704K in Q2 2014. 36 funds tracked by Wall St. Rank hold EOT as of Q2 2016.

VSR Financial Services held 13,731 shares of Eaton Vance National Municipal Opportunities Trust worth $316K as of Q2 2016.
VSR Financial Services sold 1,583 Eaton Vance National Municipal Opportunities Trust shares in Q2 2016, an estimated $36K.
Eaton Vance National Municipal Opportunities Trust made up 0.05% of VSR Financial Services's portfolio in Q2 2016, its #362 holding.
VSR Financial Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and has held it in 13 quarters since.
VSR Financial Services's Eaton Vance National Municipal Opportunities Trust position peaked at $704K in Q2 2014.
36 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.