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Investment Research & Advisory Group’s Community Bank CBU Stock Holding History

Investment Research & Advisory Group’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
Q1 		– Sell
-150
Closed -$11K – 153
2019
Q4 		$11K Buy
+150
New +$10.1K 0.01% 153

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Research & Advisory Group's CBU Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of Community Bank (CBU) in Q1 2020, closing a stake of 150 shares — an estimated $11K sold.

Investment Research & Advisory Group first reported a position in CBU in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 210 funds tracked by Wall St. Rank hold CBU as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining Community Bank position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 150 Community Bank shares in Q1 2020, an estimated $11K.
  • Investment Research & Advisory Group first reported a position in Community Bank in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's Community Bank position peaked at $11K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Community Bank as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.