Trust Company of Vermont’s Alerian MLP ETF AMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-146	Closed	-$7K	–	913
2019 Q3	$7K	Hold	146	–	–	﹤0.01%	782
2019 Q2	$7K	Buy	+146	New	+$7.22K	﹤0.01%	785
2018 Q3	–	Sell	-412	Closed	-$21K	–	1061
2018 Q2	$21K	Sell	412 -188	-31%	-$9.53K	﹤0.01%	690
2018 Q1	$28K	Hold	600	–	–	﹤0.01%	590
2017 Q4	$32K	Hold	600	–	–	﹤0.01%	579
2017 Q3	$34K	Hold	600	–	–	﹤0.01%	555
2017 Q2	$36K	Hold	600	–	–	﹤0.01%	560
2017 Q1	$38K	Hold	600	–	–	﹤0.01%	513
2016 Q4	$38K	Buy	+600	New	+$37.1K	﹤0.01%	511
2016 Q3	–	Sell	-300	Closed	-$19K	–	822
2016 Q2	$19K	Buy	+300	New	+$18.1K	﹤0.01%	536
2015 Q3	–	Sell	-244	Closed	-$19K	–	789
2015 Q2	$19K	Sell	244 -121	-33%	-$10.1K	﹤0.01%	560
2015 Q1	$30K	Hold	365	–	–	﹤0.01%	472
2014 Q4	$32K	Buy	365 +303	+489%	+$27.5K	﹤0.01%	469
2014 Q3	$6K	Buy	+62	New	+$5.86K	﹤0.01%	697

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Trust Company of Vermont's AMLP Position: Q4 2019 in Review

Trust Company of Vermont sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 146 shares — an estimated $7K sold.

Trust Company of Vermont first reported a position in AMLP in Q3 2014 and held it in 14 quarters. The position peaked at $38K in Q1 2017. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Trust Company of Vermont reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Trust Company of Vermont sold 146 Alerian MLP ETF shares in Q4 2019, an estimated $7K.
Trust Company of Vermont first reported a position in Alerian MLP ETF in Q3 2014 and held it in 14 quarters.
Trust Company of Vermont's Alerian MLP ETF position peaked at $38K in Q1 2017.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Trust Company of Vermont's 13F filing for Q4 2019, filed 6 Feb 2020.