Trust Company of Vermont’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-132	Closed	-$9K	–	1032
2018 Q3	$9K	Hold	132	–	–	﹤0.01%	837
2018 Q2	$9K	Hold	132	–	–	﹤0.01%	860
2018 Q1	$9K	Hold	132	–	–	﹤0.01%	770
2017 Q4	$9K	Buy	+132	New	+$9.12K	﹤0.01%	778

Other funds holding SURE

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

Trust Company of Vermont sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2018, closing a stake of 132 shares — an estimated $9K sold.

Trust Company of Vermont first reported a position in SURE in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 33 funds tracked by Wall St. Rank hold SURE as of Q4 2018.

Trust Company of Vermont reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2018 after selling out during the quarter.
Trust Company of Vermont sold 132 AdvisorShares Insider Advantage ETF shares in Q4 2018, an estimated $9K.
Trust Company of Vermont first reported a position in AdvisorShares Insider Advantage ETF in Q4 2017 and held it in 4 quarters.
Trust Company of Vermont's AdvisorShares Insider Advantage ETF position peaked at $9K in Q3 2018.
33 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2018.

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