Trust Company of Vermont’s BlackRock Limited Duration Income Trust BLW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-300	Closed	-$4K	–	1064
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	966
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	819
2017 Q4	$5K	Hold	300	–	–	﹤0.01%	833
2017 Q3	$5K	Buy	+300	New	+$4.77K	﹤0.01%	801

Other funds holding BLW

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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Trust Company of Vermont's BLW Position: Q3 2018 in Review

Trust Company of Vermont sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2018, closing a stake of 300 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in BLW in Q3 2017 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 72 funds tracked by Wall St. Rank hold BLW as of Q3 2018.

Trust Company of Vermont reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2018 after selling out during the quarter.
Trust Company of Vermont sold 300 BlackRock Limited Duration Income Trust shares in Q3 2018, an estimated $4K.
Trust Company of Vermont first reported a position in BlackRock Limited Duration Income Trust in Q3 2017 and held it in 4 quarters.
Trust Company of Vermont's BlackRock Limited Duration Income Trust position peaked at $5K in Q1 2018.
72 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2018.

Based on Trust Company of Vermont's 13F filing for Q3 2018, filed 26 Oct 2018.