Klingman & Associates’s NBT Bancorp NBTB Stock Holding History

Klingman & Associates’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 Q4	–	Sell	-2,838	Closed	-$93K	–	237
2016 Q3	$93K	Hold	2,838	–	–	0.03%	143
2016 Q2	$81K	Sell	2,838 -400	-12%	-$11.2K	0.03%	152
2016 Q1	$87K	Hold	3,238	–	–	0.03%	150
2015 Q4	$90K	Sell	3,238 -61	-2%	-$1.74K	0.03%	171
2015 Q3	$88K	Hold	3,299	–	–	0.03%	167
2015 Q2	$86K	Buy	3,299 +1,299	+65%	+$32.7K	0.03%	148
2015 Q1	$50K	Hold	2,000	–	–	0.02%	174
2014 Q4	$52K	Buy	+2,000	New	+$49.4K	0.02%	174

Other funds holding NBTB

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Norges Bank Oslo, Norway $935B AUM

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

Klingman & Associates's NBTB Position: Q4 2016 in Review

Klingman & Associates sold out of NBT Bancorp (NBTB) in Q4 2016, closing a stake of 2,838 shares — an estimated $93K sold.

Klingman & Associates first reported a position in NBTB in Q4 2014 and held it in 8 quarters. The position peaked at $93K in Q3 2016. 144 funds tracked by Wall St. Rank hold NBTB as of Q4 2016.

Klingman & Associates reported no remaining NBT Bancorp position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 2,838 NBT Bancorp shares in Q4 2016, an estimated $93K.
Klingman & Associates first reported a position in NBT Bancorp in Q4 2014 and held it in 8 quarters.
Klingman & Associates's NBT Bancorp position peaked at $93K in Q3 2016.
144 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.