Klingman & Associates’s Community Bank CBU Stock Holding History

Klingman & Associates’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
2016 Q2	–	Sell	-200	Closed	-$8K	–	377
2016 Q1	$8K	Hold	200	–	–	﹤0.01%	310
2015 Q4	$8K	Hold	200	–	–	﹤0.01%	314
2015 Q3	$7K	Hold	200	–	–	﹤0.01%	336
2015 Q2	$8K	Sell	200 -248	-55%	-$8.91K	﹤0.01%	323
2015 Q1	$16K	Hold	448	–	–	0.01%	248
2014 Q4	$17K	Buy	+448	New	+$16.4K	0.01%	250

Other funds holding CBU

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Klingman & Associates's CBU Position: Q2 2016 in Review

Klingman & Associates sold out of Community Bank (CBU) in Q2 2016, closing a stake of 200 shares — an estimated $8K sold.

Klingman & Associates first reported a position in CBU in Q4 2014 and held it in 6 quarters. The position peaked at $17K in Q4 2014. 154 funds tracked by Wall St. Rank hold CBU as of Q2 2016.

Klingman & Associates reported no remaining Community Bank position as of Q2 2016 after selling out during the quarter.
Klingman & Associates sold 200 Community Bank shares in Q2 2016, an estimated $8K.
Klingman & Associates first reported a position in Community Bank in Q4 2014 and held it in 6 quarters.
Klingman & Associates's Community Bank position peaked at $17K in Q4 2014.
154 funds tracked by Wall St. Rank held Community Bank as of Q2 2016.

Based on Klingman & Associates's 13F filing for Q2 2016, filed 4 Aug 2016.