EWM
TRST

Evercore Wealth Management’s Trustco Bank Corp NY TRST Stock Holding History

Evercore Wealth Management’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
2015
Q2 		– Sell
-2,000
Closed -$69K – 1094
2015
Q1 		$69K Hold
2,000
– – ﹤0.01% 587
2014
Q4 		$73K Hold
2,000
– – ﹤0.01% 505
2014
Q3 		$64K Hold
2,000
– – ﹤0.01% 575
2014
Q2 		$67K Hold
2,000
– – ﹤0.01% 570
2014
Q1 		$70K Hold
2,000
– – ﹤0.01% 541
2013
Q4 		$72K Hold
2,000
– – ﹤0.01% 507
2013
Q3 		$60K Hold
2,000
– – ﹤0.01% 554
2013
Q2 		$54K Buy
+2,000
New +$54.5K ﹤0.01% 557

Other funds holding TRST

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's TRST Position: Q2 2015 in Review

Evercore Wealth Management sold out of Trustco Bank Corp NY (TRST) in Q2 2015, closing a stake of 2,000 shares — an estimated $69K sold.

Evercore Wealth Management first reported a position in TRST in Q2 2013 and held it in 8 quarters. The position peaked at $73K in Q4 2014. 134 funds tracked by Wall St. Rank hold TRST as of Q2 2015.

  • Evercore Wealth Management reported no remaining Trustco Bank Corp NY position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 2,000 Trustco Bank Corp NY shares in Q2 2015, an estimated $69K.
  • Evercore Wealth Management first reported a position in Trustco Bank Corp NY in Q2 2013 and held it in 8 quarters.
  • Evercore Wealth Management's Trustco Bank Corp NY position peaked at $73K in Q4 2014.
  • 134 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.