AIM
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Assured Investment Management’s NBT Bancorp NBTB Stock Holding History

Assured Investment Management’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
Q1 		– Sell
-5,183
Closed -$179K – 1284
2018
Q4 		$179K Buy
5,183
+1,030
+25% +$37.8K 0.01% 902
2018
Q3 		$159K Sell
4,153
-550
-12% -$21.9K ﹤0.01% 990
2018
Q2 		$179K Buy
4,703
+34
+0.7% +$1.28K ﹤0.01% 1011
2018
Q1 		$166K Buy
+4,669
New +$171K ﹤0.01% 1005

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

Assured Investment Management's NBTB Position: Q1 2019 in Review

Assured Investment Management sold out of NBT Bancorp (NBTB) in Q1 2019, closing a stake of 5,183 shares — an estimated $179K sold.

Assured Investment Management first reported a position in NBTB in Q1 2018 and held it in 4 quarters. The position peaked at $179K in Q4 2018. 159 funds tracked by Wall St. Rank hold NBTB as of Q1 2019.

  • Assured Investment Management reported no remaining NBT Bancorp position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 5,183 NBT Bancorp shares in Q1 2019, an estimated $179K.
  • Assured Investment Management first reported a position in NBT Bancorp in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's NBT Bancorp position peaked at $179K in Q4 2018.
  • 159 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.