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Index Management Solutions’s NBT Bancorp NBTB Stock Holding History

Index Management Solutions’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-9,834
Closed -$221K – 923
2014
Q3 		$221K Buy
9,834
+473
+5% +$11.2K 0.03% 599
2014
Q2 		$225K Buy
9,361
+6,520
+229% +$152K 0.03% 575
2014
Q1 		$69K Buy
+2,841
New +$68.7K 0.01% 616

Other funds holding NBTB

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Index Management Solutions's NBTB Position: Q4 2014 in Review

Index Management Solutions sold out of NBT Bancorp (NBTB) in Q4 2014, closing a stake of 9,834 shares — an estimated $221K sold.

Index Management Solutions first reported a position in NBTB in Q1 2014 and held it in 3 quarters. The position peaked at $225K in Q2 2014. 136 funds tracked by Wall St. Rank hold NBTB as of Q4 2014.

  • Index Management Solutions reported no remaining NBT Bancorp position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 9,834 NBT Bancorp shares in Q4 2014, an estimated $221K.
  • Index Management Solutions first reported a position in NBT Bancorp in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's NBT Bancorp position peaked at $225K in Q2 2014.
  • 136 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.