Trust Company of Vermont’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,530	Closed	-$24K	–	920
2016 Q4	$24K	Buy	+1,530	New	+$24.8K	﹤0.01%	586

Other funds holding THQ

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

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

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

AAM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Trust Company of Vermont sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2017, closing a stake of 1,530 shares — an estimated $24K sold.

Trust Company of Vermont first reported a position in THQ in Q4 2016 and held it in 1 quarter. The position peaked at $24K in Q4 2016. 51 funds tracked by Wall St. Rank hold THQ as of Q1 2017.

Trust Company of Vermont reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2017 after selling out during the quarter.
Trust Company of Vermont sold 1,530 abrdn Healthcare Opportunities Fund shares in Q1 2017, an estimated $24K.
Trust Company of Vermont first reported a position in abrdn Healthcare Opportunities Fund in Q4 2016 and held it in 1 quarter.
Trust Company of Vermont's abrdn Healthcare Opportunities Fund position peaked at $24K in Q4 2016.
51 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2017.

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