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Ipswich Investment Management’s Community Bank CBU Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-200
Closed -$12K – 208
2018
Q4 		$12K Buy
+200
New +$12.1K ﹤0.01% 357

Other funds holding CBU

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Vanguard Group
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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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ipswich Investment Management's CBU Position: Q1 2019 in Review

Ipswich Investment Management sold out of Community Bank (CBU) in Q1 2019, closing a stake of 200 shares — an estimated $12K sold.

Ipswich Investment Management first reported a position in CBU in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 204 funds tracked by Wall St. Rank hold CBU as of Q1 2019.

  • Ipswich Investment Management reported no remaining Community Bank position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 200 Community Bank shares in Q1 2019, an estimated $12K.
  • Ipswich Investment Management first reported a position in Community Bank in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Community Bank position peaked at $12K in Q4 2018.
  • 204 funds tracked by Wall St. Rank held Community Bank as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.