TCOV
SF

Trust Company of Vermont’s Stifel SF Stock Holding History

Trust Company of Vermont’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-54
Closed -$1K – 986
2017
Q4 		$1K Hold
54
– – ﹤0.01% 954
2017
Q3 		$1K Hold
54
– – ﹤0.01% 911
2017
Q2 		$1K Hold
54
– – ﹤0.01% 957
2017
Q1 		$1K Hold
54
– – ﹤0.01% 847
2016
Q4 		$1K Buy
+54
New +$1.08K ﹤0.01% 882

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trust Company of Vermont's SF Position: Q1 2018 in Review

Trust Company of Vermont sold out of Stifel (SF) in Q1 2018, closing a stake of 54 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in SF in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2017. 288 funds tracked by Wall St. Rank hold SF as of Q1 2018.

  • Trust Company of Vermont reported no remaining Stifel position as of Q1 2018 after selling out during the quarter.
  • Trust Company of Vermont sold 54 Stifel shares in Q1 2018, an estimated $1K.
  • Trust Company of Vermont first reported a position in Stifel in Q4 2016 and held it in 5 quarters.
  • Trust Company of Vermont's Stifel position peaked at $1K in Q4 2017.
  • 288 funds tracked by Wall St. Rank held Stifel as of Q1 2018.

Based on Trust Company of Vermont's 13F filing for Q1 2018, filed 18 May 2018.