Trust Company of Vermont’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-143	Closed	-$3K	–	1049
2018 Q3	$3K	Sell	143 -800	-85%	-$15.4K	﹤0.01%	981
2018 Q2	$18K	Sell	943 -800	-46%	-$14.6K	﹤0.01%	715
2018 Q1	$30K	Hold	1,743	–	–	﹤0.01%	583
2017 Q4	$37K	Buy	1,743 +143	+9%	+$3.22K	﹤0.01%	563
2017 Q3	$39K	Hold	1,600	–	–	﹤0.01%	536
2017 Q2	$38K	Hold	1,600	–	–	﹤0.01%	553
2017 Q1	$32K	Hold	1,600	–	–	﹤0.01%	546
2016 Q4	$30K	Buy	+1,600	New	+$32.9K	﹤0.01%	552

Other funds holding PEGI

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Trust Company of Vermont's PEGI Position: Q4 2018 in Review

Trust Company of Vermont sold out of Pattern Energy Group Inc. Class A (PEGI) in Q4 2018, closing a stake of 143 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in PEGI in Q4 2016 and held it in 8 quarters. The position peaked at $39K in Q3 2017. 202 funds tracked by Wall St. Rank hold PEGI as of Q4 2018.

Trust Company of Vermont reported no remaining Pattern Energy Group Inc. Class A position as of Q4 2018 after selling out during the quarter.
Trust Company of Vermont sold 143 Pattern Energy Group Inc. Class A shares in Q4 2018, an estimated $3K.
Trust Company of Vermont first reported a position in Pattern Energy Group Inc. Class A in Q4 2016 and held it in 8 quarters.
Trust Company of Vermont's Pattern Energy Group Inc. Class A position peaked at $39K in Q3 2017.
202 funds tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q4 2018.

Based on Trust Company of Vermont's 13F filing for Q4 2018, filed 30 Jan 2019.