Trust Company of Vermont’s Sotheby's BID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-100	Closed	-$4K	–	954
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	760
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	792
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	698
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	731
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	749
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	728
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	730
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	753
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	753
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	697
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	696
2013 Q4	$5K	Hold	100	–	–	﹤0.01%	655
2013 Q3	$5K	Buy	+100	New	+$4.45K	﹤0.01%	647

Other funds holding BID

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

BFA

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BIT

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

Trust Company of Vermont's BID Position: Q4 2016 in Review

Trust Company of Vermont sold out of Sotheby's (BID) in Q4 2016, closing a stake of 100 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in BID in Q3 2013 and held it in 13 quarters. The position peaked at $5K in Q2 2015. 205 funds tracked by Wall St. Rank hold BID as of Q4 2016.

Trust Company of Vermont reported no remaining Sotheby's position as of Q4 2016 after selling out during the quarter.
Trust Company of Vermont sold 100 Sotheby's shares in Q4 2016, an estimated $4K.
Trust Company of Vermont first reported a position in Sotheby's in Q3 2013 and held it in 13 quarters.
Trust Company of Vermont's Sotheby's position peaked at $5K in Q2 2015.
205 funds tracked by Wall St. Rank held Sotheby's as of Q4 2016.

Based on Trust Company of Vermont's 13F filing for Q4 2016, filed 1 Feb 2017.