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Ironwood Investment Counsel’s NBT Bancorp NBTB Stock Holding History

Ironwood Investment Counsel’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
2016
Q2 		– Sell
-25,300
Closed -$681K – 133
2016
Q1 		$681K Sell
25,300
-4,100
-14% -$107K 0.36% 67
2015
Q4 		$820K Buy
+29,400
New +$837K 0.47% 62

Other funds holding NBTB

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Investment Counsel's NBTB Position: Q2 2016 in Review

Ironwood Investment Counsel sold out of NBT Bancorp (NBTB) in Q2 2016, closing a stake of 25,300 shares — an estimated $681K sold.

Ironwood Investment Counsel first reported a position in NBTB in Q4 2015 and held it in 2 quarters. The position peaked at $820K in Q4 2015. 138 funds tracked by Wall St. Rank hold NBTB as of Q2 2016.

  • Ironwood Investment Counsel reported no remaining NBT Bancorp position as of Q2 2016 after selling out during the quarter.
  • Ironwood Investment Counsel sold 25,300 NBT Bancorp shares in Q2 2016, an estimated $681K.
  • Ironwood Investment Counsel first reported a position in NBT Bancorp in Q4 2015 and held it in 2 quarters.
  • Ironwood Investment Counsel's NBT Bancorp position peaked at $820K in Q4 2015.
  • 138 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2016.

Based on Ironwood Investment Counsel's 13F filing for Q2 2016, filed 10 Aug 2016.