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Independent Portfolio Consultants’s Community Bank CBU Stock Holding History

Independent Portfolio Consultants’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
2015
Q4 		– Sell
-1,325
Closed -$49K – 760
2015
Q3 		$49K Sell
1,325
-15,175
-92% -$563K 0.01% 581
2015
Q2 		$623K Sell
16,500
-5,960
-27% -$214K 0.12% 218
2015
Q1 		$795K Sell
22,460
-1,035
-4% -$36.6K 0.16% 176
2014
Q4 		$896K Buy
23,495
+20,560
+701% +$754K 0.18% 168
2014
Q3 		$99K Buy
2,935
+1,880
+178% +$66.5K 0.03% 552
2014
Q2 		$38K Buy
+1,055
New +$38.9K 0.01% 678

Other funds holding CBU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Independent Portfolio Consultants's CBU Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Community Bank (CBU) in Q4 2015, closing a stake of 1,325 shares — an estimated $49K sold.

Independent Portfolio Consultants first reported a position in CBU in Q2 2014 and held it in 6 quarters. The position peaked at $896K in Q4 2014. 160 funds tracked by Wall St. Rank hold CBU as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining Community Bank position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,325 Community Bank shares in Q4 2015, an estimated $49K.
  • Independent Portfolio Consultants first reported a position in Community Bank in Q2 2014 and held it in 6 quarters.
  • Independent Portfolio Consultants's Community Bank position peaked at $896K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held Community Bank as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.