Next Financial Group’s Trustco Bank Corp NY TRST Stock Holding History

Next Financial Group’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
2017 Q1	–	Sell	-60	Closed	-$3K	–	2271
2016 Q4	$3K	Hold	60	–	–	﹤0.01%	2106
2016 Q3	$2K	Buy	+60	New	+$2.06K	﹤0.01%	2187

Other funds holding TRST

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Next Financial Group's TRST Position: Q1 2017 in Review

Next Financial Group sold out of Trustco Bank Corp NY (TRST) in Q1 2017, closing a stake of 60 shares — an estimated $3K sold.

Next Financial Group first reported a position in TRST in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 158 funds tracked by Wall St. Rank hold TRST as of Q1 2017.

Next Financial Group reported no remaining Trustco Bank Corp NY position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 60 Trustco Bank Corp NY shares in Q1 2017, an estimated $3K.
Next Financial Group first reported a position in Trustco Bank Corp NY in Q3 2016 and held it in 2 quarters.
Next Financial Group's Trustco Bank Corp NY position peaked at $3K in Q4 2016.
158 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.