Trust Company of Vermont’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-516	Closed	-$9K	–	973
2017 Q2	$9K	Hold	516	–	–	﹤0.01%	751
2017 Q1	$8K	Hold	516	–	–	﹤0.01%	746
2016 Q4	$8K	Hold	516	–	–	﹤0.01%	730
2016 Q3	$8K	Hold	516	–	–	﹤0.01%	696
2016 Q2	$8K	Hold	516	–	–	﹤0.01%	637
2016 Q1	$8K	Hold	516	–	–	﹤0.01%	617
2015 Q4	$8K	Hold	516	–	–	﹤0.01%	648
2015 Q3	$8K	Hold	516	–	–	﹤0.01%	657
2015 Q2	$9K	Buy	+516	New	+$9.64K	﹤0.01%	664

Other funds holding PIE

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

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

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

BCI

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Trust Company of Vermont's PIE Position: Q3 2017 in Review

Trust Company of Vermont sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2017, closing a stake of 516 shares — an estimated $9K sold.

Trust Company of Vermont first reported a position in PIE in Q2 2015 and held it in 9 quarters. The position peaked at $9K in Q2 2017. 45 funds tracked by Wall St. Rank hold PIE as of Q3 2017.

Trust Company of Vermont reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2017 after selling out during the quarter.
Trust Company of Vermont sold 516 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2017, an estimated $9K.
Trust Company of Vermont first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2015 and held it in 9 quarters.
Trust Company of Vermont's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $9K in Q2 2017.
45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2017.

Based on Trust Company of Vermont's 13F filing for Q3 2017, filed 24 Oct 2017.