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Trust Company of Vermont’s Adams Diversified Equity Fund ADX Stock Holding History

Trust Company of Vermont’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,886
Closed -$28K – 742
2020
Q2 		$28K Buy
+1,886
New +$26.8K ﹤0.01% 500

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MC
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Trust Company of Vermont's ADX Position: Q3 2020 in Review

Trust Company of Vermont sold out of Adams Diversified Equity Fund (ADX) in Q3 2020, closing a stake of 1,886 shares — an estimated $28K sold.

Trust Company of Vermont first reported a position in ADX in Q2 2020 and held it in 1 quarter. The position peaked at $28K in Q2 2020. 121 funds tracked by Wall St. Rank hold ADX as of Q3 2020.

  • Trust Company of Vermont reported no remaining Adams Diversified Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Trust Company of Vermont sold 1,886 Adams Diversified Equity Fund shares in Q3 2020, an estimated $28K.
  • Trust Company of Vermont first reported a position in Adams Diversified Equity Fund in Q2 2020 and held it in 1 quarter.
  • Trust Company of Vermont's Adams Diversified Equity Fund position peaked at $28K in Q2 2020.
  • 121 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2020.

Based on Trust Company of Vermont's 13F filing for Q3 2020, filed 6 Nov 2020.