Magnus Financial Group’s Community Bank CBU Stock Holding History

Magnus Financial Group’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
2020 Q3	–	Sell	-4,938	Closed	-$282K	–	358
2020 Q2	$282K	Buy	+4,938	New	+$290K	0.03%	385

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

CIP

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magnus Financial Group's CBU Position: Q3 2020 in Review

Magnus Financial Group sold out of Community Bank (CBU) in Q3 2020, closing a stake of 4,938 shares — an estimated $282K sold.

Magnus Financial Group first reported a position in CBU in Q2 2020 and held it in 1 quarter. The position peaked at $282K in Q2 2020. 211 funds tracked by Wall St. Rank hold CBU as of Q3 2020.

Magnus Financial Group reported no remaining Community Bank position as of Q3 2020 after selling out during the quarter.
Magnus Financial Group sold 4,938 Community Bank shares in Q3 2020, an estimated $282K.
Magnus Financial Group first reported a position in Community Bank in Q2 2020 and held it in 1 quarter.
Magnus Financial Group's Community Bank position peaked at $282K in Q2 2020.
211 funds tracked by Wall St. Rank held Community Bank as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.