TCOV
EVV

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

Trust Company of Vermont’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
2024
Q4 		– Sell
-1,100
Closed -$11.6K – 1073
2024
Q3 		$11.6K Buy
+1,100
New +$11.1K ﹤0.01% 735

Other funds holding EVV

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SIA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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LPL Financial
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CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Trust Company of Vermont's EVV Position: Q4 2024 in Review

Trust Company of Vermont sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 1,100 shares — an estimated $11.6K sold.

Trust Company of Vermont first reported a position in EVV in Q3 2024 and held it in 1 quarter. The position peaked at $11.6K in Q3 2024. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • Trust Company of Vermont reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 1,100 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $11.6K.
  • Trust Company of Vermont first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and held it in 1 quarter.
  • Trust Company of Vermont's Eaton Vance Limited Duration Income Fund position peaked at $11.6K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.