TCOV
HQL

Trust Company of Vermont’s abrdn Life Sciences Investors HQL Stock Holding History

Trust Company of Vermont’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-249
Closed -$5K – 990
2017
Q3 		$5K Buy
+249
New +$5.29K ﹤0.01% 807

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Trust Company of Vermont's HQL Position: Q4 2017 in Review

Trust Company of Vermont sold out of abrdn Life Sciences Investors (HQL) in Q4 2017, closing a stake of 249 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in HQL in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 55 funds tracked by Wall St. Rank hold HQL as of Q4 2017.

  • Trust Company of Vermont reported no remaining abrdn Life Sciences Investors position as of Q4 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 249 abrdn Life Sciences Investors shares in Q4 2017, an estimated $5K.
  • Trust Company of Vermont first reported a position in abrdn Life Sciences Investors in Q3 2017 and held it in 1 quarter.
  • Trust Company of Vermont's abrdn Life Sciences Investors position peaked at $5K in Q3 2017.
  • 55 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2017.

Based on Trust Company of Vermont's 13F filing for Q4 2017, filed 2 Feb 2018.