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Advisor Group’s NBT Bancorp NBTB Stock Holding History

Advisor Group’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$21K Hold
516
– – ﹤0.01% 3931
2019
Q3 		$18K Hold
516
– – ﹤0.01% 4019
2019
Q2 		$19K Buy
516
+170
+49% +$6.32K ﹤0.01% 4009
2019
Q1 		$12K Hold
346
– – ﹤0.01% 4271
2018
Q4 		$12K Hold
346
– – ﹤0.01% 4103
2018
Q3 		$14K Buy
346
+196
+131% +$7.81K ﹤0.01% 4087
2018
Q2 		$6K Hold
150
– – ﹤0.01% 4306
2018
Q1 		$5K Hold
150
– – ﹤0.01% 4419
2017
Q4 		$6K Buy
+150
New +$5.66K ﹤0.01% 4346
2016
Q3 		– Sell
-71
Closed -$2K – 4564
2016
Q2 		$2K Buy
+71
New +$2K ﹤0.01% 4109

Other funds holding NBTB

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisor Group's NBTB Position: Q4 2019 in Review

Advisor Group held its NBT Bancorp (NBTB) position steady in Q4 2019 at 516 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3931.

Advisor Group first reported a position in NBTB in Q2 2016 and has held it in 10 quarters since. 157 funds tracked by Wall St. Rank hold NBTB as of Q4 2019.

  • Advisor Group held 516 shares of NBT Bancorp worth $21K as of Q4 2019.
  • Advisor Group left its NBT Bancorp share count unchanged in Q4 2019.
  • NBT Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3931 holding.
  • Advisor Group first reported a position in NBT Bancorp in Q2 2016 and has held it in 10 quarters since.
  • 157 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.