Trust Company of Vermont’s Sprott Physical Gold PHYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-300	Closed	-$3K	–	937
2016 Q3	$3K	Hold	300	–	–	﹤0.01%	774
2016 Q2	$3K	Buy	+300	New	+$3.14K	﹤0.01%	781
2013 Q4	–	Sell	-10,000	Closed	-$110K	–	727
2013 Q3	$110K	Hold	10,000	–	–	0.02%	260
2013 Q2	$102K	Buy	+10,000	New	+$118K	0.02%	265

Other funds holding PHYS

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Trust Company of Vermont sold out of Sprott Physical Gold (PHYS) in Q4 2016, closing a stake of 300 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in PHYS in Q2 2013 and held it in 4 quarters. The position peaked at $110K in Q3 2013. 167 funds tracked by Wall St. Rank hold PHYS as of Q4 2016.

Trust Company of Vermont reported no remaining Sprott Physical Gold position as of Q4 2016 after selling out during the quarter.
Trust Company of Vermont sold 300 Sprott Physical Gold shares in Q4 2016, an estimated $3K.
Trust Company of Vermont first reported a position in Sprott Physical Gold in Q2 2013 and held it in 4 quarters.
Trust Company of Vermont's Sprott Physical Gold position peaked at $110K in Q3 2013.
167 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2016.

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