Trust Company of Vermont’s Scully Royalty SRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,040	Closed	-$10K	–	916
2016 Q4	$10K	Buy	1,040 +860	+478%	+$8.8K	﹤0.01%	706
2016 Q3	$2K	Buy	+180	New	+$1.98K	﹤0.01%	795
2015 Q4	–	Sell	-400	Closed	-$6K	–	819
2015 Q3	$6K	Hold	400	–	–	﹤0.01%	684
2015 Q2	$8K	Hold	400	–	–	﹤0.01%	679
2015 Q1	$8K	Hold	400	–	–	﹤0.01%	670
2014 Q4	$14K	Hold	400	–	–	﹤0.01%	604
2014 Q3	$14K	Hold	400	–	–	﹤0.01%	605
2014 Q2	$15K	Hold	400	–	–	﹤0.01%	573
2014 Q1	$16K	Hold	400	–	–	﹤0.01%	557
2013 Q4	$16K	Hold	400	–	–	﹤0.01%	525
2013 Q3	$17K	Hold	400	–	–	﹤0.01%	492
2013 Q2	$16K	Buy	+400	New	+$16.7K	﹤0.01%	500

Other funds holding SRL

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

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

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Trust Company of Vermont's SRL Position: Q1 2017 in Review

Trust Company of Vermont sold out of Scully Royalty (SRL) in Q1 2017, closing a stake of 1,040 shares — an estimated $10K sold.

Trust Company of Vermont first reported a position in SRL in Q2 2013 and held it in 12 quarters. The position peaked at $17K in Q3 2013. 34 funds tracked by Wall St. Rank hold SRL as of Q1 2017.

Trust Company of Vermont reported no remaining Scully Royalty position as of Q1 2017 after selling out during the quarter.
Trust Company of Vermont sold 1,040 Scully Royalty shares in Q1 2017, an estimated $10K.
Trust Company of Vermont first reported a position in Scully Royalty in Q2 2013 and held it in 12 quarters.
Trust Company of Vermont's Scully Royalty position peaked at $17K in Q3 2013.
34 funds tracked by Wall St. Rank held Scully Royalty as of Q1 2017.

Based on Trust Company of Vermont's 13F filing for Q1 2017, filed 4 May 2017.