Doyle Wealth Management’s Community Bank CBU Stock Holding History

Doyle 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
2020 Q3	–	Sell	-4,244	Closed	-$242K	–	191
2020 Q2	$242K	Sell	4,244 -407	-9%	-$23.9K	0.03%	158
2020 Q1	$273K	Hold	4,651	–	–	0.04%	140
2019 Q4	$330K	Hold	4,651	–	–	0.04%	151
2019 Q3	$287K	Hold	4,651	–	–	0.04%	161
2019 Q2	$306K	Hold	4,651	–	–	0.04%	151
2019 Q1	$308K	Hold	4,651	–	–	0.04%	150
2018 Q4	$271K	Hold	4,651	–	–	0.05%	151
2018 Q3	$284K	Hold	4,651	–	–	0.04%	155
2018 Q2	$275K	Hold	4,651	–	–	0.05%	152
2018 Q1	$249K	Hold	4,651	–	–	0.04%	144
2017 Q4	$250K	Hold	4,651	–	–	0.04%	144
2017 Q3	$257K	Hold	4,651	–	–	0.05%	129
2017 Q2	$259K	Sell	4,651 -582	-11%	-$32.2K	0.05%	120
2017 Q1	$288K	Buy	+5,233	New	+$305K	0.06%	110

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

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 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

Doyle Wealth Management's CBU Position: Q3 2020 in Review

Doyle Wealth Management sold out of Community Bank (CBU) in Q3 2020, closing a stake of 4,244 shares — an estimated $242K sold.

Doyle Wealth Management first reported a position in CBU in Q1 2017 and held it in 14 quarters. The position peaked at $330K in Q4 2019. 211 funds tracked by Wall St. Rank hold CBU as of Q3 2020.

Doyle Wealth Management reported no remaining Community Bank position as of Q3 2020 after selling out during the quarter.
Doyle Wealth Management sold 4,244 Community Bank shares in Q3 2020, an estimated $242K.
Doyle Wealth Management first reported a position in Community Bank in Q1 2017 and held it in 14 quarters.
Doyle Wealth Management's Community Bank position peaked at $330K in Q4 2019.
211 funds tracked by Wall St. Rank held Community Bank as of Q3 2020.

Based on Doyle Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.