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Alpha Cubed Investments’s Community Bank CBU Stock Holding History

Alpha Cubed Investments’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,400
Closed -$532K – 170
2013
Q4 		$532K Buy
+13,400
New +$495K 0.19% 147

Other funds holding CBU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CFS
Community Financial System Dewitt, New York $457M AUM 10.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpha Cubed Investments's CBU Position: Q1 2014 in Review

Alpha Cubed Investments sold out of Community Bank (CBU) in Q1 2014, closing a stake of 13,400 shares — an estimated $532K sold.

Alpha Cubed Investments first reported a position in CBU in Q4 2013 and held it in 1 quarter. The position peaked at $532K in Q4 2013. 137 funds tracked by Wall St. Rank hold CBU as of Q1 2014.

  • Alpha Cubed Investments reported no remaining Community Bank position as of Q1 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 13,400 Community Bank shares in Q1 2014, an estimated $532K.
  • Alpha Cubed Investments first reported a position in Community Bank in Q4 2013 and held it in 1 quarter.
  • Alpha Cubed Investments's Community Bank position peaked at $532K in Q4 2013.
  • 137 funds tracked by Wall St. Rank held Community Bank as of Q1 2014.

Based on Alpha Cubed Investments's 13F filing for Q1 2014, filed 11 Apr 2014.