Trust Company of Vermont’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-40,433	Closed	-$508K	–	1098
2018 Q1	$508K	Sell	40,433 -4,500	-10%	-$56.8K	0.05%	218
2017 Q4	$578K	Hold	44,933	–	–	0.05%	207
2017 Q3	$594K	Sell	44,933 -1,000	-2%	-$13.3K	0.06%	204
2017 Q2	$595K	Hold	45,933	–	–	0.06%	208
2017 Q1	$593K	Sell	45,933 -500	-1%	-$6.27K	0.06%	198
2016 Q4	$571K	Buy	46,433 +45,933	+9,187%	+$585K	0.07%	196
2016 Q3	$7K	Buy	+500	New	+$6.9K	﹤0.01%	710

Other funds holding NIQ

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

Trust Company of Vermont's NIQ Position: Q2 2018 in Review

Trust Company of Vermont sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2018, closing a stake of 40,433 shares — an estimated $508K sold.

Trust Company of Vermont first reported a position in NIQ in Q3 2016 and held it in 7 quarters. The position peaked at $595K in Q2 2017. 38 funds tracked by Wall St. Rank hold NIQ as of Q2 2018.

Trust Company of Vermont reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2018 after selling out during the quarter.
Trust Company of Vermont sold 40,433 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2018, an estimated $508K.
Trust Company of Vermont first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q3 2016 and held it in 7 quarters.
Trust Company of Vermont's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $595K in Q2 2017.
38 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2018.

Based on Trust Company of Vermont's 13F filing for Q2 2018, filed 11 Jul 2018.