JNBA Financial Advisors’s Community Bank CBU Stock Holding History

JNBA Financial Advisors’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
2018 Q4	–	Sell	-3,471	Closed	-$212K	–	554
2018 Q3	$212K	Buy	+3,471	New	+$221K	0.1%	125

Other funds holding CBU

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JNBA Financial Advisors's CBU Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Community Bank (CBU) in Q4 2018, closing a stake of 3,471 shares — an estimated $212K sold.

JNBA Financial Advisors first reported a position in CBU in Q3 2018 and held it in 1 quarter. The position peaked at $212K in Q3 2018. 206 funds tracked by Wall St. Rank hold CBU as of Q4 2018.

JNBA Financial Advisors reported no remaining Community Bank position as of Q4 2018 after selling out during the quarter.
JNBA Financial Advisors sold 3,471 Community Bank shares in Q4 2018, an estimated $212K.
JNBA Financial Advisors first reported a position in Community Bank in Q3 2018 and held it in 1 quarter.
JNBA Financial Advisors's Community Bank position peaked at $212K in Q3 2018.
206 funds tracked by Wall St. Rank held Community Bank as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.