Trust Company of Vermont’s Eaton Vance Corp. EV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-173	Closed	-$8K	–	1002
2017 Q2	$8K	Buy	+173	New	+$7.87K	﹤0.01%	773
2016 Q1	–	Sell	-1,087	Closed	-$35K	–	799
2015 Q4	$35K	Buy	1,087 +700	+181%	+$24.5K	0.01%	441
2015 Q3	$13K	Hold	387	–	–	﹤0.01%	598
2015 Q2	$15K	Buy	+387	New	+$15.9K	﹤0.01%	597

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Trust Company of Vermont's EV Position: Q3 2017 in Review

Trust Company of Vermont sold out of Eaton Vance Corp. (EV) in Q3 2017, closing a stake of 173 shares — an estimated $8K sold.

Trust Company of Vermont first reported a position in EV in Q2 2015 and held it in 4 quarters. The position peaked at $35K in Q4 2015. 347 funds tracked by Wall St. Rank hold EV as of Q3 2017.

Trust Company of Vermont reported no remaining Eaton Vance Corp. position as of Q3 2017 after selling out during the quarter.
Trust Company of Vermont sold 173 Eaton Vance Corp. shares in Q3 2017, an estimated $8K.
Trust Company of Vermont first reported a position in Eaton Vance Corp. in Q2 2015 and held it in 4 quarters.
Trust Company of Vermont's Eaton Vance Corp. position peaked at $35K in Q4 2015.
347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2017.

Based on Trust Company of Vermont's 13F filing for Q3 2017, filed 24 Oct 2017.