TCOV
FPF

Trust Company of Vermont’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Trust Company of Vermont’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,250
Closed -$51K – 885
2016
Q4 		$51K Buy
+2,250
New +$49.8K 0.01% 477

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Trust Company of Vermont sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2017, closing a stake of 2,250 shares — an estimated $51K sold.

Trust Company of Vermont first reported a position in FPF in Q4 2016 and held it in 1 quarter. The position peaked at $51K in Q4 2016. 74 funds tracked by Wall St. Rank hold FPF as of Q1 2017.

  • Trust Company of Vermont reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 2,250 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2017, an estimated $51K.
  • Trust Company of Vermont first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2016 and held it in 1 quarter.
  • Trust Company of Vermont's First Trust Intermediate Duration Preferred & Income Fund position peaked at $51K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2017.

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