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Berman Capital Advisors’s NBT Bancorp NBTB Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-74
Closed -$2K – 1745
2020
Q1 		$2K Hold
74
– – ﹤0.01% 1161
2019
Q4 		$3K Hold
74
– – ﹤0.01% 1118
2019
Q3 		$2K Sell
74
-214
-74% -$7.84K ﹤0.01% 1203
2019
Q2 		$10K Hold
288
– – ﹤0.01% 730
2019
Q1 		$10K Buy
288
+214
+289% +$7.89K ﹤0.01% 662
2018
Q4 		$2K Buy
+74
New +$2.72K ﹤0.01% 881

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's NBTB Position: Q2 2020 in Review

Berman Capital Advisors sold out of NBT Bancorp (NBTB) in Q2 2020, closing a stake of 74 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in NBTB in Q4 2018 and held it in 6 quarters. The position peaked at $10K in Q2 2019. 165 funds tracked by Wall St. Rank hold NBTB as of Q2 2020.

  • Berman Capital Advisors reported no remaining NBT Bancorp position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 74 NBT Bancorp shares in Q2 2020, an estimated $2K.
  • Berman Capital Advisors first reported a position in NBT Bancorp in Q4 2018 and held it in 6 quarters.
  • Berman Capital Advisors's NBT Bancorp position peaked at $10K in Q2 2019.
  • 165 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.