Trust Company of Vermont’s NV5 Global NVEE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-960	Closed	-$13K	–	981
2017 Q4	$13K	Hold	960	–	–	﹤0.01%	724
2017 Q3	$13K	Buy	960 +400	+71%	+$4.53K	﹤0.01%	699
2017 Q2	$6K	Hold	560	–	–	﹤0.01%	794
2017 Q1	$5K	Hold	560	–	–	﹤0.01%	775
2016 Q4	$5K	Buy	560 +400	+250%	+$3.28K	﹤0.01%	779
2016 Q3	$1K	Buy	+160	New	+$1.26K	﹤0.01%	811

Other funds holding NVEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Trust Company of Vermont's NVEE Position: Q1 2018 in Review

Trust Company of Vermont sold out of NV5 Global (NVEE) in Q1 2018, closing a stake of 960 shares — an estimated $13K sold.

Trust Company of Vermont first reported a position in NVEE in Q3 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 111 funds tracked by Wall St. Rank hold NVEE as of Q1 2018.

Trust Company of Vermont reported no remaining NV5 Global position as of Q1 2018 after selling out during the quarter.
Trust Company of Vermont sold 960 NV5 Global shares in Q1 2018, an estimated $13K.
Trust Company of Vermont first reported a position in NV5 Global in Q3 2016 and held it in 6 quarters.
Trust Company of Vermont's NV5 Global position peaked at $13K in Q4 2017.
111 funds tracked by Wall St. Rank held NV5 Global as of Q1 2018.

Based on Trust Company of Vermont's 13F filing for Q1 2018, filed 18 May 2018.