ARS Wealth Advisors’s Community Bank CBU Stock Holding History

ARS Wealth Advisors’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
2017 Q1	–	Sell	-7,760	Closed	-$479K	–	113
2016 Q4	$479K	Hold	7,760	–	–	0.21%	54
2016 Q3	$373K	Buy	7,760 +30	+0.4%	+$1.35K	0.16%	63
2016 Q2	$318K	Hold	7,730	–	–	0.14%	62
2016 Q1	$295K	Hold	7,730	–	–	0.14%	59
2015 Q4	$309K	Hold	7,730	–	–	0.16%	55
2015 Q3	$287K	Hold	7,730	–	–	0.15%	57
2015 Q2	$292K	Hold	7,730	–	–	0.13%	53
2015 Q1	$274K	Hold	7,730	–	–	0.12%	58
2014 Q4	$295K	Hold	7,730	–	–	0.13%	55
2014 Q3	$260K	Hold	7,730	–	–	0.12%	55
2014 Q2	$280K	Hold	7,730	–	–	0.14%	51
2014 Q1	$302K	Hold	7,730	–	–	0.18%	40
2013 Q4	$307K	Buy	+7,730	New	+$286K	0.19%	45

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Wealth Advisors's CBU Position: Q1 2017 in Review

ARS Wealth Advisors sold out of Community Bank (CBU) in Q1 2017, closing a stake of 7,760 shares — an estimated $479K sold.

ARS Wealth Advisors first reported a position in CBU in Q4 2013 and held it in 13 quarters. The position peaked at $479K in Q4 2016. 177 funds tracked by Wall St. Rank hold CBU as of Q1 2017.

ARS Wealth Advisors reported no remaining Community Bank position as of Q1 2017 after selling out during the quarter.
ARS Wealth Advisors sold 7,760 Community Bank shares in Q1 2017, an estimated $479K.
ARS Wealth Advisors first reported a position in Community Bank in Q4 2013 and held it in 13 quarters.
ARS Wealth Advisors's Community Bank position peaked at $479K in Q4 2016.
177 funds tracked by Wall St. Rank held Community Bank as of Q1 2017.

Based on ARS Wealth Advisors's 13F filing for Q1 2017, filed 11 Jun 2021.