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Legacy Financial Advisors’s NBT Bancorp NBTB Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-444
Closed -$16K – 620
2019
Q1 		$16K Sell
444
-204
-31% -$7.53K 0.01% 512
2018
Q4 		$22K Buy
+648
New +$23.8K 0.01% 394

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Legacy Financial Advisors sold out of NBT Bancorp (NBTB) in Q2 2019, closing a stake of 444 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in NBTB in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q4 2018. 153 funds tracked by Wall St. Rank hold NBTB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining NBT Bancorp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 444 NBT Bancorp shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in NBT Bancorp in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's NBT Bancorp position peaked at $22K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2019.

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