TCOV
DPG

Trust Company of Vermont’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Trust Company of Vermont’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,000
Closed -$62K – 875
2016
Q4 		$62K Buy
+4,000
New +$62K 0.01% 451

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AAM
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GC
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Trust Company of Vermont's DPG Position: Q1 2017 in Review

Trust Company of Vermont sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q1 2017, closing a stake of 4,000 shares — an estimated $62K sold.

Trust Company of Vermont first reported a position in DPG in Q4 2016 and held it in 1 quarter. The position peaked at $62K in Q4 2016. 58 funds tracked by Wall St. Rank hold DPG as of Q1 2017.

  • Trust Company of Vermont reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q1 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 4,000 Duff & Phelps Utility and Infrastructure Fund shares in Q1 2017, an estimated $62K.
  • Trust Company of Vermont first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2016 and held it in 1 quarter.
  • Trust Company of Vermont's Duff & Phelps Utility and Infrastructure Fund position peaked at $62K in Q4 2016.
  • 58 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2017.

Based on Trust Company of Vermont's 13F filing for Q1 2017, filed 4 May 2017.