Trust Company of Vermont’s TRI-Continental Corp TY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$8K	–	988
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	769
2022 Q2	$8K	Buy	+300	New	+$8.62K	﹤0.01%	732
2022 Q1	–	Sell	-300	Closed	-$10K	–	707
2021 Q4	$10K	Buy	+300	New	+$10.3K	﹤0.01%	671
2021 Q3	–	Sell	-300	Closed	-$10K	–	680
2021 Q2	$10K	Sell	300 -300	-50%	-$10.2K	﹤0.01%	645
2021 Q1	$19K	Hold	600	–	–	﹤0.01%	562
2020 Q4	$18K	Hold	600	–	–	﹤0.01%	560
2020 Q3	$16K	Sell	600 -111	-16%	-$2.89K	﹤0.01%	560
2020 Q2	$18K	Buy	+711	New	+$16.8K	﹤0.01%	549
2016 Q1	–	Sell	-3,359	Closed	-$67K	–	776
2015 Q4	$67K	Buy	+3,359	New	+$67.9K	0.01%	361

Other funds holding TY

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

RVPG

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

RJA

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

RJFSA

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

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

Trust Company of Vermont sold out of TRI-Continental Corp (TY) in Q4 2022, closing a stake of 300 shares — an estimated $8K sold.

Trust Company of Vermont first reported a position in TY in Q4 2015 and held it in 9 quarters. The position peaked at $67K in Q4 2015. 125 funds tracked by Wall St. Rank hold TY as of Q4 2022.

Trust Company of Vermont reported no remaining TRI-Continental Corp position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 300 TRI-Continental Corp shares in Q4 2022, an estimated $8K.
Trust Company of Vermont first reported a position in TRI-Continental Corp in Q4 2015 and held it in 9 quarters.
Trust Company of Vermont's TRI-Continental Corp position peaked at $67K in Q4 2015.
125 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2022.

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