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IFP Advisors’s Auburn National Bancorp AUBN Stock Holding History

IFP Advisors’s Portfolio AUBN Stock Details AUBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-140
Closed -$7K – 2842
2019
Q3 		$7K Buy
+140
New +$5.46K ﹤0.01% 2203
2019
Q1 		$6K Buy
+140
New +$4.83K ﹤0.01% 1776
2016
Q3 		– Sell
-140
Closed -$4K – 3900
2016
Q2 		$4K Hold
140
– – ﹤0.01% 3225
2016
Q1 		$6K Hold
140
– – ﹤0.01% 1776
2015
Q4 		$4K Buy
+140
New +$3.82K ﹤0.01% 3053

Other funds holding AUBN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return

IFP Advisors's AUBN Position: Q4 2019 in Review

IFP Advisors sold out of Auburn National Bancorp (AUBN) in Q4 2019, closing a stake of 140 shares — an estimated $7K sold.

IFP Advisors first reported a position in AUBN in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q3 2019. 30 funds tracked by Wall St. Rank hold AUBN as of Q4 2019.

  • IFP Advisors reported no remaining Auburn National Bancorp position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 140 Auburn National Bancorp shares in Q4 2019, an estimated $7K.
  • IFP Advisors first reported a position in Auburn National Bancorp in Q4 2015 and held it in 5 quarters.
  • IFP Advisors's Auburn National Bancorp position peaked at $7K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held Auburn National Bancorp as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.