Trust Company of Vermont’s Alliance Resource Partners ARLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-83	Closed	-$2K	–	1062
2018 Q2	$2K	Hold	83	–	–	﹤0.01%	1023
2018 Q1	$1K	Hold	83	–	–	﹤0.01%	929
2017 Q4	$2K	Hold	83	–	–	﹤0.01%	919
2017 Q3	$2K	Buy	+83	New	+$1.59K	﹤0.01%	882
2017 Q2	–	Sell	-600	Closed	-$13K	–	979
2017 Q1	$13K	Hold	600	–	–	﹤0.01%	668
2016 Q4	$13K	Buy	+600	New	+$14.1K	﹤0.01%	666

Other funds holding ARLP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Trust Company of Vermont's ARLP Position: Q3 2018 in Review

Trust Company of Vermont sold out of Alliance Resource Partners (ARLP) in Q3 2018, closing a stake of 83 shares — an estimated $2K sold.

Trust Company of Vermont first reported a position in ARLP in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q1 2017. 136 funds tracked by Wall St. Rank hold ARLP as of Q3 2018.

Trust Company of Vermont reported no remaining Alliance Resource Partners position as of Q3 2018 after selling out during the quarter.
Trust Company of Vermont sold 83 Alliance Resource Partners shares in Q3 2018, an estimated $2K.
Trust Company of Vermont first reported a position in Alliance Resource Partners in Q4 2016 and held it in 6 quarters.
Trust Company of Vermont's Alliance Resource Partners position peaked at $13K in Q1 2017.
136 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2018.

Based on Trust Company of Vermont's 13F filing for Q3 2018, filed 26 Oct 2018.