CTC
EVV

Central Trust Company’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Central Trust Company’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-375
Closed -$3.81K – 1578
2025
Q3 		$3.81K Buy
+375
New +$3.83K ﹤0.01% 1238
2023
Q2 		– Sell
-760
Closed -$7.49K – 1246
2023
Q1 		$7.49K Buy
+760
New +$7.63K ﹤0.01% 1073
2021
Q4 		– Sell
-596
Closed -$8K – 1283
2021
Q3 		$8K Buy
+596
New +$7.91K ﹤0.01% 1068

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Central Trust Company's EVV Position: Q4 2025 in Review

Central Trust Company sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 375 shares — an estimated $3.81K sold.

Central Trust Company first reported a position in EVV in Q3 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

  • Central Trust Company reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
  • Central Trust Company sold 375 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $3.81K.
  • Central Trust Company first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2021 and held it in 3 quarters.
  • Central Trust Company's Eaton Vance Limited Duration Income Fund position peaked at $8K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on Central Trust Company's 13F filing for Q4 2025, filed 2 Feb 2026.