Trust Company of Vermont’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-100	Closed	-$4K	–	923
2016 Q2	$4K	Buy	+100	New	+$4K	﹤0.01%	765
2016 Q1	–	Sell	-447	Closed	-$17K	–	834
2015 Q4	$17K	Buy	447 +47	+12%	+$1.79K	﹤0.01%	564
2015 Q3	$15K	Hold	400	–	–	﹤0.01%	579
2015 Q2	$18K	Hold	400	–	–	﹤0.01%	576
2015 Q1	$15K	Hold	400	–	–	﹤0.01%	595
2014 Q4	$14K	Hold	400	–	–	﹤0.01%	607
2014 Q3	$15K	Sell	400 -100	-20%	-$3.75K	﹤0.01%	598
2014 Q2	$23K	Hold	500	–	–	﹤0.01%	510
2014 Q1	$21K	Hold	500	–	–	﹤0.01%	514
2013 Q4	$21K	Hold	500	–	–	﹤0.01%	483
2013 Q3	$17K	Hold	500	–	–	﹤0.01%	500
2013 Q2	$14K	Buy	+500	New	+$14K	﹤0.01%	531

Other funds holding AZPN

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Trust Company of Vermont's AZPN Position: Q3 2016 in Review

Trust Company of Vermont sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2016, closing a stake of 100 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in AZPN in Q2 2013 and held it in 12 quarters. The position peaked at $23K in Q2 2014. 233 funds tracked by Wall St. Rank hold AZPN as of Q3 2016.

Trust Company of Vermont reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2016 after selling out during the quarter.
Trust Company of Vermont sold 100 ASPEN TECHNOLOGY INC shares in Q3 2016, an estimated $4K.
Trust Company of Vermont first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 12 quarters.
Trust Company of Vermont's ASPEN TECHNOLOGY INC position peaked at $23K in Q2 2014.
233 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2016.

Based on Trust Company of Vermont's 13F filing for Q3 2016, filed 21 Oct 2016.