TCOV
SCD

Trust Company of Vermont’s LMP Capital and Income Fund SCD Stock Holding History

Trust Company of Vermont’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,178
Closed -$17K – 1004
2017
Q3 		$17K Hold
1,178
– – ﹤0.01% 665
2017
Q2 		$17K Hold
1,178
– – ﹤0.01% 669
2017
Q1 		$17K Hold
1,178
– – ﹤0.01% 640
2016
Q4 		$16K Buy
+1,178
New +$15.3K ﹤0.01% 637

Other funds holding SCD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Trust Company of Vermont sold out of LMP Capital and Income Fund (SCD) in Q4 2017, closing a stake of 1,178 shares — an estimated $17K sold.

Trust Company of Vermont first reported a position in SCD in Q4 2016 and held it in 4 quarters. The position peaked at $17K in Q3 2017. 39 funds tracked by Wall St. Rank hold SCD as of Q4 2017.

  • Trust Company of Vermont reported no remaining LMP Capital and Income Fund position as of Q4 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 1,178 LMP Capital and Income Fund shares in Q4 2017, an estimated $17K.
  • Trust Company of Vermont first reported a position in LMP Capital and Income Fund in Q4 2016 and held it in 4 quarters.
  • Trust Company of Vermont's LMP Capital and Income Fund position peaked at $17K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2017.

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