WCM
EOT

WealthBridge Capital Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-1,517
Closed -$34K – 325
2019
Q1 		$34K Hold
1,517
– – 0.02% 350
2018
Q4 		$28K Buy
+1,517
New +$30.2K 0.02% 345

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthBridge Capital Management's EOT Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2019, closing a stake of 1,517 shares — an estimated $34K sold.

WealthBridge Capital Management first reported a position in EOT in Q4 2018 and held it in 2 quarters. The position peaked at $34K in Q1 2019. 33 funds tracked by Wall St. Rank hold EOT as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,517 Eaton Vance National Municipal Opportunities Trust shares in Q2 2019, an estimated $34K.
  • WealthBridge Capital Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Eaton Vance National Municipal Opportunities Trust position peaked at $34K in Q1 2019.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.