Trust Company of Vermont’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-750	Closed	-$13K	–	764
2015 Q4	$13K	Sell	750 -750	-50%	-$13.4K	﹤0.01%	591
2015 Q3	$27K	Hold	1,500	–	–	﹤0.01%	486
2015 Q2	$28K	Hold	1,500	–	–	﹤0.01%	496
2015 Q1	$28K	Sell	1,500 -1,000	-40%	-$18.9K	﹤0.01%	486
2014 Q4	$47K	Hold	2,500	–	–	0.01%	406
2014 Q3	$48K	Hold	2,500	–	–	0.01%	401
2014 Q2	$49K	Buy	+2,500	New	+$48.8K	0.01%	381

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Trust Company of Vermont's IFLN Position: Q1 2016 in Review

Trust Company of Vermont sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2016, closing a stake of 750 shares — an estimated $13K sold.

Trust Company of Vermont first reported a position in IFLN in Q2 2014 and held it in 7 quarters. The position peaked at $49K in Q2 2014. 102 funds tracked by Wall St. Rank hold IFLN as of Q1 2016.

Trust Company of Vermont reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2016 after selling out during the quarter.
Trust Company of Vermont sold 750 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2016, an estimated $13K.
Trust Company of Vermont first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2014 and held it in 7 quarters.
Trust Company of Vermont's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $49K in Q2 2014.
102 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2016.

Based on Trust Company of Vermont's 13F filing for Q1 2016, filed 27 Apr 2016.