JOYN Advisors’s Community Bank CBU Stock Holding History

JOYN 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
2019 Q1	–	Sell	-40	Closed	-$2K	–	316
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	1468
2018 Q3	$2K	Buy	40 +6	+18%	+$382	﹤0.01%	1433
2018 Q2	$2K	Buy	+34	New	+$1.98K	﹤0.01%	1389

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

JOYN Advisors's CBU Position: Q1 2019 in Review

JOYN Advisors sold out of Community Bank (CBU) in Q1 2019, closing a stake of 40 shares — an estimated $2K sold.

JOYN Advisors first reported a position in CBU in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 204 funds tracked by Wall St. Rank hold CBU as of Q1 2019.

JOYN Advisors reported no remaining Community Bank position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 40 Community Bank shares in Q1 2019, an estimated $2K.
JOYN Advisors first reported a position in Community Bank in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Community Bank position peaked at $2K in Q4 2018.
204 funds tracked by Wall St. Rank held Community Bank as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.