BRWM
CBU icon

B. Riley Wealth Management’s Community Bank CBU Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-1,451
Closed -$54K – 226
2015
Q2 		$54K Buy
1,451
+12
+0.8% +$431 0.04% 388
2015
Q1 		$50K Sell
1,439
-4,676
-76% -$165K 0.04% 407
2014
Q4 		$233K Buy
6,115
+55
+0.9% +$2.02K 0.19% 135
2014
Q3 		$203K Sell
6,060
-266
-4% -$9.41K 0.15% 187
2014
Q2 		$229K Buy
6,326
+42
+0.7% +$1.55K 0.15% 189
2014
Q1 		$245K Buy
+6,284
New +$233K 0.18% 151

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's CBU Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Community Bank (CBU) in Q3 2015, closing a stake of 1,451 shares — an estimated $54K sold.

B. Riley Wealth Management first reported a position in CBU in Q1 2014 and held it in 6 quarters. The position peaked at $245K in Q1 2014. 152 funds tracked by Wall St. Rank hold CBU as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Community Bank position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,451 Community Bank shares in Q3 2015, an estimated $54K.
  • B. Riley Wealth Management first reported a position in Community Bank in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Community Bank position peaked at $245K in Q1 2014.
  • 152 funds tracked by Wall St. Rank held Community Bank as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.