William Blair & Company
EOT

William Blair & Company’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

William Blair & Company’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
Q3 		– Sell
-9,400
Closed -$217K – 1294
2016
Q2 		$217K Hold
9,400
– – ﹤0.01% 1096
2016
Q1 		$210K Buy
+9,400
New +$206K ﹤0.01% 1052

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

William Blair & Company's EOT Position: Q3 2016 in Review

William Blair & Company sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2016, closing a stake of 9,400 shares — an estimated $217K sold.

William Blair & Company first reported a position in EOT in Q1 2016 and held it in 2 quarters. The position peaked at $217K in Q2 2016. 33 funds tracked by Wall St. Rank hold EOT as of Q3 2016.

  • William Blair & Company reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2016 after selling out during the quarter.
  • William Blair & Company sold 9,400 Eaton Vance National Municipal Opportunities Trust shares in Q3 2016, an estimated $217K.
  • William Blair & Company first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2016 and held it in 2 quarters.
  • William Blair & Company's Eaton Vance National Municipal Opportunities Trust position peaked at $217K in Q2 2016.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2016.

Based on William Blair & Company's 13F filing for Q3 2016, filed 14 Nov 2016.