Jefferies Group’s NBT Bancorp NBTB Stock Holding History

Jefferies Group’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
2019 Q4	–	Sell	-9,920	Closed	-$363K	–	2831
2019 Q3	$363K	Buy	+9,920	New	+$363K	﹤0.01%	2064

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jefferies Group's NBTB Position: Q4 2019 in Review

Jefferies Group sold out of NBT Bancorp (NBTB) in Q4 2019, closing a stake of 9,920 shares — an estimated $363K sold.

Jefferies Group first reported a position in NBTB in Q3 2019 and held it in 1 quarter. The position peaked at $363K in Q3 2019. 157 funds tracked by Wall St. Rank hold NBTB as of Q4 2019.

Jefferies Group reported no remaining NBT Bancorp position as of Q4 2019 after selling out during the quarter.
Jefferies Group sold 9,920 NBT Bancorp shares in Q4 2019, an estimated $363K.
Jefferies Group first reported a position in NBT Bancorp in Q3 2019 and held it in 1 quarter.
Jefferies Group's NBT Bancorp position peaked at $363K in Q3 2019.
157 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.