TCOV
PNX

Trust Company of Vermont’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Trust Company of Vermont’s Portfolio PNX Stock Details PNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-34
Closed -$1K – 762
2013
Q3 		$1K Buy
+34
New +$1.4K ﹤0.01% 703

Other funds holding PNX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
HH
Harbinger Holdings New York $6.22M AUM 14.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Trust Company of Vermont's PNX Position: Q4 2013 in Review

Trust Company of Vermont sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q4 2013, closing a stake of 34 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in PNX in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 81 funds tracked by Wall St. Rank hold PNX as of Q4 2013.

  • Trust Company of Vermont reported no remaining PHOENIX COMPANIES INC. NEW position as of Q4 2013 after selling out during the quarter.
  • Trust Company of Vermont sold 34 PHOENIX COMPANIES INC. NEW shares in Q4 2013, an estimated $1K.
  • Trust Company of Vermont first reported a position in PHOENIX COMPANIES INC. NEW in Q3 2013 and held it in 1 quarter.
  • Trust Company of Vermont's PHOENIX COMPANIES INC. NEW position peaked at $1K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q4 2013.

Based on Trust Company of Vermont's 13F filing for Q4 2013, filed 30 Jan 2014.