Trust Company of Vermont’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Trust Company of Vermont’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-650	Closed	-$13.6K	–	1123
2025 Q2	$13.6K	Buy	+650	New	+$12.5K	﹤0.01%	772
2020 Q2	–	Sell	-1,150	Closed	-$14K	–	784
2020 Q1	$14K	Hold	1,150	–	–	﹤0.01%	609
2019 Q4	$18K	Hold	1,150	–	–	﹤0.01%	621
2019 Q3	$18K	Hold	1,150	–	–	﹤0.01%	635
2019 Q2	$17K	Hold	1,150	–	–	﹤0.01%	659
2019 Q1	$16K	Hold	1,150	–	–	﹤0.01%	641
2018 Q4	$14K	Hold	1,150	–	–	﹤0.01%	675
2018 Q3	$18K	Hold	1,150	–	–	﹤0.01%	704
2018 Q2	$18K	Hold	1,150	–	–	﹤0.01%	713
2018 Q1	$16K	Hold	1,150	–	–	﹤0.01%	683
2017 Q4	$16K	Sell	1,150 -4,500	-80%	-$64.3K	﹤0.01%	691
2017 Q3	$79K	Hold	5,650	–	–	0.01%	435
2017 Q2	$77K	Hold	5,650	–	–	0.01%	448
2017 Q1	$75K	Hold	5,650	–	–	0.01%	437
2016 Q4	$70K	Hold	5,650	–	–	0.01%	438
2016 Q3	$71K	Hold	5,650	–	–	0.01%	393
2016 Q2	$72K	Hold	5,650	–	–	0.01%	355
2016 Q1	$71K	Hold	5,650	–	–	0.01%	351
2015 Q4	$76K	Sell	5,650 -4,500	-44%	-$57.4K	0.01%	347
2015 Q3	$121K	Hold	10,150	–	–	0.02%	283
2015 Q2	$134K	Hold	10,150	–	–	0.02%	278
2015 Q1	$139K	Hold	10,150	–	–	0.02%	277
2014 Q4	$140K	Hold	10,150	–	–	0.02%	272
2014 Q3	$139K	Hold	10,150	–	–	0.02%	264
2014 Q2	$140K	Hold	10,150	–	–	0.02%	253
2014 Q1	$132K	Hold	10,150	–	–	0.02%	256
2013 Q4	$132K	Hold	10,150	–	–	0.02%	261
2013 Q3	$123K	Hold	10,150	–	–	0.02%	256
2013 Q2	$118K	Buy	+10,150	New	+$120K	0.02%	256

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Trust Company of Vermont's EOI Position: Q3 2025 in Review

Trust Company of Vermont sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2025, closing a stake of 650 shares — an estimated $13.6K sold.

Trust Company of Vermont first reported a position in EOI in Q2 2013 and held it in 29 quarters. The position peaked at $140K in Q4 2014. 84 funds tracked by Wall St. Rank hold EOI as of Q3 2025.

Trust Company of Vermont reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2025 after selling out during the quarter.
Trust Company of Vermont sold 650 Eaton Vance Enhanced Equity Income Fund shares in Q3 2025, an estimated $13.6K.
Trust Company of Vermont first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2013 and held it in 29 quarters.
Trust Company of Vermont's Eaton Vance Enhanced Equity Income Fund position peaked at $140K in Q4 2014.
84 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2025.

Based on Trust Company of Vermont's 13F filing for Q3 2025, filed 14 Oct 2025.