Advisory Research’s Greene County Bancorp GCBC Stock Holding History

Advisory Research’s Portfolio GCBC Stock Details GCBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-15,628	Closed	-$213K	–	446
2017 Q2	$213K	Buy	+15,628	New	+$192K	﹤0.01%	418
2017 Q1	–	Sell	-37,488	Closed	-$429K	–	408
2016 Q4	$429K	Sell	37,488 -4,894	-12%	-$47.7K	0.01%	327
2016 Q3	$353K	Hold	42,382	–	–	0.01%	230
2016 Q2	$345K	Sell	42,382 -44,746	-51%	-$390K	0.01%	226
2016 Q1	$765K	Sell	87,128 -40,000	-31%	-$339K	0.01%	196
2015 Q4	$953K	Hold	127,128	–	–	0.01%	199
2015 Q3	$874K	Hold	127,128	–	–	0.01%	213
2015 Q2	$858K	Hold	127,128	–	–	0.01%	246
2015 Q1	$906K	Hold	127,128	–	–	0.01%	253
2014 Q4	$957K	Hold	127,128	–	–	0.01%	257
2014 Q3	$850K	Sell	127,128 -20,000	-14%	-$132K	0.01%	264
2014 Q2	$975K	Hold	147,128	–	–	0.01%	256
2014 Q1	$931K	Sell	147,128 -43,376	-23%	-$278K	0.01%	250
2013 Q4	$1.22M	Hold	190,504	–	–	0.01%	228
2013 Q3	$1.35M	Hold	190,504	–	–	0.01%	223
2013 Q2	$1.02M	Buy	+190,504	New	+$988K	0.01%	241

Other funds holding GCBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Advisory Research's GCBC Position: Q3 2017 in Review

Advisory Research sold out of Greene County Bancorp (GCBC) in Q3 2017, closing a stake of 15,628 shares — an estimated $213K sold.

Advisory Research first reported a position in GCBC in Q2 2013 and held it in 16 quarters. The position peaked at $1.35M in Q3 2013. 31 funds tracked by Wall St. Rank hold GCBC as of Q3 2017.

Advisory Research reported no remaining Greene County Bancorp position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 15,628 Greene County Bancorp shares in Q3 2017, an estimated $213K.
Advisory Research first reported a position in Greene County Bancorp in Q2 2013 and held it in 16 quarters.
Advisory Research's Greene County Bancorp position peaked at $1.35M in Q3 2013.
31 funds tracked by Wall St. Rank held Greene County Bancorp as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.