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Legacy Financial Advisors’s Community Bank CBU Stock Holding History

Legacy 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
2019
Q2 		– Sell
-13
Closed -$1K – 243
2019
Q1 		$1K Hold
13
– – ﹤0.01% 954
2018
Q4 		$1K Buy
+13
New +$785 ﹤0.01% 882

Other funds holding CBU

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Advisors's CBU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Community Bank (CBU) in Q2 2019, closing a stake of 13 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in CBU in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 206 funds tracked by Wall St. Rank hold CBU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Community Bank position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 13 Community Bank shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Community Bank in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Community Bank position peaked at $1K in Q1 2019.
  • 206 funds tracked by Wall St. Rank held Community Bank as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.