Avantax Planning Partners’s Trustco Bank Corp NY TRST Stock Holding History

Avantax Planning Partners’s Portfolio TRST Stock Details TRST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-100	Closed	-$4K	–	1118
2018 Q3	$4K	Buy	+100	New	+$4.52K	﹤0.01%	1198

Other funds holding TRST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's TRST Position: Q4 2018 in Review

Avantax Planning Partners sold out of Trustco Bank Corp NY (TRST) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in TRST in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 171 funds tracked by Wall St. Rank hold TRST as of Q4 2018.

Avantax Planning Partners reported no remaining Trustco Bank Corp NY position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 100 Trustco Bank Corp NY shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in Trustco Bank Corp NY in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Trustco Bank Corp NY position peaked at $4K in Q3 2018.
171 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.