MBE Wealth Management’s Community Bank CBU Stock Holding History

MBE Wealth Management’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 Q2	–	Sell	-623	Closed	-$36K	–	118
2020 Q1	$36K	Buy	+623	New	+$40.4K	0.03%	153

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

MBE Wealth Management's CBU Position: Q2 2020 in Review

MBE Wealth Management sold out of Community Bank (CBU) in Q2 2020, closing a stake of 623 shares — an estimated $36K sold.

MBE Wealth Management first reported a position in CBU in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 221 funds tracked by Wall St. Rank hold CBU as of Q2 2020.

MBE Wealth Management reported no remaining Community Bank position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 623 Community Bank shares in Q2 2020, an estimated $36K.
MBE Wealth Management first reported a position in Community Bank in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Community Bank position peaked at $36K in Q1 2020.
221 funds tracked by Wall St. Rank held Community Bank as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.