TRUST CO OF VERMONT

Q1 2014 13F-HR Holdings

Location
Brattleboro, VT
Holdings as of
3/31/2014
Date filed
4/18/2014
Form type
13F-HR
Num holdings
759
Total value ($000)
$610,576
Net value change ($000)
+14,009 (2.3%)
New positions
47
Sold out positions
25
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2014 Next filing: 7/16/2014 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WFC 1,431 21.6%
O 1,152 26.4%
JNJ 1,035 7.8%
QCOM 939 12.8%
VOD 903 NEW
COF 796 103.8%
HCP Inc 790 22.8%
Unilever PLC 756 99.6%
ETN 749 68.1%
NEE 726 11.8%
Top Reduces (Value $000, Stocks/ETFs)
VOD -4,601 -100.0%
MO -1,805 -39.8%
PM -1,613 -39.7%
VWO -1,042 -11.7%
XOM -869 -4.1%
GE -729 -6.8%
TGT -570 -18.9%
PLUM CREEK -527 -20.4%
DLR -478 -50.9%
DEM -422 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type