C.M. Bidwell & Associates’s Community Bank CBU Stock Holding History

C.M. Bidwell & Associates’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
2020 Q4	–	Sell	-43	Closed	-$2K	–	487
2020 Q3	$2K	Buy	+43	New	+$2.48K	﹤0.01%	410
2017 Q2	–	Sell	-3,010	Closed	-$165K	–	329
2017 Q1	$165K	Sell	3,010 -330	-10%	-$19.3K	0.04%	171
2016 Q4	$206K	Hold	3,340	–	–	0.05%	156
2016 Q3	$161K	Buy	+3,340	New	+$151K	0.04%	183
2016 Q2	–	Sell	-4,515	Closed	-$173K	–	250
2016 Q1	$173K	Buy	4,515 +45	+1%	+$1.68K	0.04%	188
2015 Q4	$179K	Buy	+4,470	New	+$181K	0.04%	167

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C.M. Bidwell & Associates's CBU Position: Q4 2020 in Review

C.M. Bidwell & Associates sold out of Community Bank (CBU) in Q4 2020, closing a stake of 43 shares — an estimated $2K sold.

C.M. Bidwell & Associates first reported a position in CBU in Q4 2015 and held it in 6 quarters. The position peaked at $206K in Q4 2016. 226 funds tracked by Wall St. Rank hold CBU as of Q4 2020.

C.M. Bidwell & Associates reported no remaining Community Bank position as of Q4 2020 after selling out during the quarter.
C.M. Bidwell & Associates sold 43 Community Bank shares in Q4 2020, an estimated $2K.
C.M. Bidwell & Associates first reported a position in Community Bank in Q4 2015 and held it in 6 quarters.
C.M. Bidwell & Associates's Community Bank position peaked at $206K in Q4 2016.
226 funds tracked by Wall St. Rank held Community Bank as of Q4 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.