Trust Company of Vermont’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-150	Closed	-$6K	–	1033
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	773
2018 Q4	$6K	Hold	150	–	–	﹤0.01%	808
2018 Q3	$7K	Hold	150	–	–	﹤0.01%	869
2018 Q2	$7K	Hold	150	–	–	﹤0.01%	891
2018 Q1	$7K	Hold	150	–	–	﹤0.01%	795
2017 Q4	$7K	Hold	150	–	–	﹤0.01%	805
2017 Q3	$7K	Hold	150	–	–	﹤0.01%	773
2017 Q2	$7K	Buy	+150	New	+$6.38K	﹤0.01%	781

Other funds holding KBE

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Trust Company of Vermont's KBE Position: Q2 2019 in Review

Trust Company of Vermont sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2019, closing a stake of 150 shares — an estimated $6K sold.

Trust Company of Vermont first reported a position in KBE in Q2 2017 and held it in 8 quarters. The position peaked at $7K in Q3 2018. 199 funds tracked by Wall St. Rank hold KBE as of Q2 2019.

Trust Company of Vermont reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2019 after selling out during the quarter.
Trust Company of Vermont sold 150 State Street SPDR S&P Bank ETF shares in Q2 2019, an estimated $6K.
Trust Company of Vermont first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and held it in 8 quarters.
Trust Company of Vermont's State Street SPDR S&P Bank ETF position peaked at $7K in Q3 2018.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2019.

Based on Trust Company of Vermont's 13F filing for Q2 2019, filed 26 Jul 2019.