Trust Company of Vermont’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-160	Closed	-$9K	–	946
2016 Q3	$9K	Hold	160	–	–	﹤0.01%	687
2016 Q2	$9K	Hold	160	–	–	﹤0.01%	630
2016 Q1	$9K	Hold	160	–	–	﹤0.01%	610
2015 Q4	$8K	Hold	160	–	–	﹤0.01%	649
2015 Q3	$8K	Hold	160	–	–	﹤0.01%	658
2015 Q2	$9K	Hold	160	–	–	﹤0.01%	668
2015 Q1	$9K	Hold	160	–	–	﹤0.01%	651
2014 Q4	$9K	Hold	160	–	–	﹤0.01%	656
2014 Q3	$9K	Hold	160	–	–	﹤0.01%	661
2014 Q2	$10K	Hold	160	–	–	﹤0.01%	628
2014 Q1	$10K	Hold	160	–	–	﹤0.01%	620
2013 Q4	$9K	Hold	160	–	–	﹤0.01%	606
2013 Q3	$10K	Hold	160	–	–	﹤0.01%	579
2013 Q2	$9K	Buy	+160	New	+$9.84K	﹤0.01%	590

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Trust Company of Vermont's WIP Position: Q4 2016 in Review

Trust Company of Vermont sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 160 shares — an estimated $9K sold.

Trust Company of Vermont first reported a position in WIP in Q2 2013 and held it in 14 quarters. The position peaked at $10K in Q2 2014. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

Trust Company of Vermont reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
Trust Company of Vermont sold 160 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $9K.
Trust Company of Vermont first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 14 quarters.
Trust Company of Vermont's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $10K in Q2 2014.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on Trust Company of Vermont's 13F filing for Q4 2016, filed 1 Feb 2017.