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Trust Company of Vermont’s BlackRock Debt Strategies Fund DSU Stock Holding History

Trust Company of Vermont’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-667
Closed -$8K – 714
2013
Q3 		$8K Buy
+667
New +$8.03K ﹤0.01% 602

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AAM
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RCM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trust Company of Vermont's DSU Position: Q4 2013 in Review

Trust Company of Vermont sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2013, closing a stake of 667 shares — an estimated $8K sold.

Trust Company of Vermont first reported a position in DSU in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 85 funds tracked by Wall St. Rank hold DSU as of Q4 2013.

  • Trust Company of Vermont reported no remaining BlackRock Debt Strategies Fund position as of Q4 2013 after selling out during the quarter.
  • Trust Company of Vermont sold 667 BlackRock Debt Strategies Fund shares in Q4 2013, an estimated $8K.
  • Trust Company of Vermont first reported a position in BlackRock Debt Strategies Fund in Q3 2013 and held it in 1 quarter.
  • Trust Company of Vermont's BlackRock Debt Strategies Fund position peaked at $8K in Q3 2013.
  • 85 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2013.

Based on Trust Company of Vermont's 13F filing for Q4 2013, filed 30 Jan 2014.