Trust Company of Vermont’s Prudential PUK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-93	Closed	-$4K	–	1022
2018 Q3	$4K	Buy	+93	New	+$4.11K	﹤0.01%	948
2018 Q2	–	Sell	-113	Closed	-$6K	–	1084
2018 Q1	$6K	Hold	113	–	–	﹤0.01%	811
2017 Q4	$6K	Hold	113	–	–	﹤0.01%	824
2017 Q3	$5K	Hold	113	–	–	﹤0.01%	809
2017 Q2	$5K	Hold	113	–	–	﹤0.01%	816
2017 Q1	$5K	Hold	113	–	–	﹤0.01%	778
2016 Q4	$4K	Buy	+113	New	+$4.06K	﹤0.01%	798

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Trust Company of Vermont sold out of Prudential (PUK) in Q4 2018, closing a stake of 93 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in PUK in Q4 2016 and held it in 7 quarters. The position peaked at $6K in Q1 2018. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

Trust Company of Vermont reported no remaining Prudential position as of Q4 2018 after selling out during the quarter.
Trust Company of Vermont sold 93 Prudential shares in Q4 2018, an estimated $4K.
Trust Company of Vermont first reported a position in Prudential in Q4 2016 and held it in 7 quarters.
Trust Company of Vermont's Prudential position peaked at $6K in Q1 2018.
204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

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