CAN
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Claraphi Advisory Network’s Community Bank CBU Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-2,226
Closed -$122K – 413
2020
Q1 		$122K Buy
+2,226
New +$144K 0.06% 287

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Claraphi Advisory Network's CBU Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Community Bank (CBU) in Q2 2020, closing a stake of 2,226 shares — an estimated $122K sold.

Claraphi Advisory Network first reported a position in CBU in Q1 2020 and held it in 1 quarter. The position peaked at $122K in Q1 2020. 221 funds tracked by Wall St. Rank hold CBU as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Community Bank position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 2,226 Community Bank shares in Q2 2020, an estimated $122K.
  • Claraphi Advisory Network first reported a position in Community Bank in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Community Bank position peaked at $122K in Q1 2020.
  • 221 funds tracked by Wall St. Rank held Community Bank as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.