Trust Company of Vermont’s Kayne Anderson Energy KYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,666	Closed	-$20K	–	961
2016 Q4	$20K	Buy	1,666 +1,066	+178%	+$12.1K	﹤0.01%	611
2016 Q3	$7K	Hold	600	–	–	﹤0.01%	713
2016 Q2	$7K	Hold	600	–	–	﹤0.01%	662
2016 Q1	$5K	Hold	600	–	–	﹤0.01%	658
2015 Q4	$5K	Sell	600 -426	-42%	-$5.25K	﹤0.01%	685
2015 Q3	$13K	Hold	1,026	–	–	﹤0.01%	602
2015 Q2	$22K	Hold	1,026	–	–	﹤0.01%	545
2015 Q1	$25K	Hold	1,026	–	–	﹤0.01%	511
2014 Q4	$29K	Hold	1,026	–	–	﹤0.01%	491
2014 Q3	$33K	Hold	1,026	–	–	0.01%	461
2014 Q2	$33K	Hold	1,026	–	–	0.01%	443
2014 Q1	$28K	Hold	1,026	–	–	﹤0.01%	460
2013 Q4	$28K	Hold	1,026	–	–	﹤0.01%	440
2013 Q3	$31K	Hold	1,026	–	–	0.01%	408
2013 Q2	$31K	Buy	+1,026	New	+$30.5K	0.01%	407

Other funds holding KYE

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Trust Company of Vermont sold out of Kayne Anderson Energy (KYE) in Q1 2017, closing a stake of 1,666 shares — an estimated $20K sold.

Trust Company of Vermont first reported a position in KYE in Q2 2013 and held it in 15 quarters. The position peaked at $33K in Q3 2014. 49 funds tracked by Wall St. Rank hold KYE as of Q1 2017.

Trust Company of Vermont reported no remaining Kayne Anderson Energy position as of Q1 2017 after selling out during the quarter.
Trust Company of Vermont sold 1,666 Kayne Anderson Energy shares in Q1 2017, an estimated $20K.
Trust Company of Vermont first reported a position in Kayne Anderson Energy in Q2 2013 and held it in 15 quarters.
Trust Company of Vermont's Kayne Anderson Energy position peaked at $33K in Q3 2014.
49 funds tracked by Wall St. Rank held Kayne Anderson Energy as of Q1 2017.

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