Miles Capital’s NBT Bancorp NBTB Stock Holding History

Miles Capital’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
2017 Q2	–	Sell	-6,953	Closed	-$258K	–	225
2017 Q1	$258K	Buy	6,953 +19	+0.3%	+$766	0.14%	128
2016 Q4	$290K	Buy	6,934 +459	+7%	+$17.1K	0.18%	89
2016 Q3	$213K	Buy	+6,475	New	+$200K	0.14%	115

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Miles Capital's NBTB Position: Q2 2017 in Review

Miles Capital sold out of NBT Bancorp (NBTB) in Q2 2017, closing a stake of 6,953 shares — an estimated $258K sold.

Miles Capital first reported a position in NBTB in Q3 2016 and held it in 3 quarters. The position peaked at $290K in Q4 2016. 130 funds tracked by Wall St. Rank hold NBTB as of Q2 2017.

Miles Capital reported no remaining NBT Bancorp position as of Q2 2017 after selling out during the quarter.
Miles Capital sold 6,953 NBT Bancorp shares in Q2 2017, an estimated $258K.
Miles Capital first reported a position in NBT Bancorp in Q3 2016 and held it in 3 quarters.
Miles Capital's NBT Bancorp position peaked at $290K in Q4 2016.
130 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2017.

Based on Miles Capital's 13F filing for Q2 2017, filed 14 Aug 2017.