Trust Company of Vermont’s Aberdeen Intermediate Income Fund MIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-448	Closed	-$1K	–	940
2022 Q3	$1K	Buy	+448	New	+$1.31K	﹤0.01%	951
2018 Q3	–	Sell	-1,263	Closed	-$5K	–	1087
2018 Q2	$5K	Buy	1,263 +333	+36%	+$1.29K	﹤0.01%	945
2018 Q1	$4K	Hold	930	–	–	﹤0.01%	854
2017 Q4	$4K	Buy	+930	New	+$3.9K	﹤0.01%	868

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Trust Company of Vermont's MIN Position: Q4 2022 in Review

Trust Company of Vermont sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2022, closing a stake of 448 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in MIN in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2018. 91 funds tracked by Wall St. Rank hold MIN as of Q4 2022.

Trust Company of Vermont reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 448 Aberdeen Intermediate Income Fund shares in Q4 2022, an estimated $1K.
Trust Company of Vermont first reported a position in Aberdeen Intermediate Income Fund in Q4 2017 and held it in 4 quarters.
Trust Company of Vermont's Aberdeen Intermediate Income Fund position peaked at $5K in Q2 2018.
91 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.