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Nationwide Fund Advisors’s NBT Bancorp NBTB Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-29,377
Closed -$1.08M – 1340
2017
Q3 		$1.08M Sell
29,377
-342
-1% -$11.9K ﹤0.01% 1732
2017
Q2 		$1.1M Sell
29,719
-26,702
-47% -$991K ﹤0.01% 1729
2017
Q1 		$2.09M Sell
56,421
-2,603
-4% -$105K 0.01% 1371
2016
Q4 		$2.47M Sell
59,024
-2,868
-5% -$107K 0.01% 1315
2016
Q3 		$2.03M Buy
61,892
+1,234
+2% +$38.2K 0.01% 1384
2016
Q2 		$1.74M Sell
60,658
-1,221
-2% -$34.3K 0.01% 1433
2016
Q1 		$1.68M Sell
61,879
-129
-0.2% -$3.35K 0.01% 1438
2015
Q4 		$1.73M Buy
62,008
+79
+0.1% +$2.25K 0.01% 1437
2015
Q3 		$1.67M Buy
61,929
+711
+1% +$18.8K 0.01% 1471
2015
Q2 		$1.6M Sell
61,218
-6,317
-9% -$159K 0.01% 1574
2015
Q1 		$1.69M Sell
67,535
-58,612
-46% -$1.43M 0.01% 1581
2014
Q4 		$3.31M Sell
126,147
-8,155
-6% -$201K 0.01% 1156
2014
Q3 		$3.02M Buy
134,302
+11,203
+9% +$265K 0.01% 1211
2014
Q2 		$2.96M Buy
123,099
+51,364
+72% +$1.2M 0.01% 1258
2014
Q1 		$1.75M Sell
71,735
-840
-1% -$20.3K 0.01% 1439
2013
Q4 		$1.88M Sell
72,575
-1,610
-2% -$39.5K 0.01% 1508
2013
Q3 		$1.71M Buy
74,185
+10,283
+16% +$230K 0.01% 1529
2013
Q2 		$1.35M Buy
+63,902
New +$1.31M 0.01% 1521

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nationwide Fund Advisors's NBTB Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of NBT Bancorp (NBTB) in Q4 2017, closing a stake of 29,377 shares — an estimated $1.08M sold.

Nationwide Fund Advisors first reported a position in NBTB in Q2 2013 and held it in 18 quarters. The position peaked at $3.31M in Q4 2014. 151 funds tracked by Wall St. Rank hold NBTB as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining NBT Bancorp position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 29,377 NBT Bancorp shares in Q4 2017, an estimated $1.08M.
  • Nationwide Fund Advisors first reported a position in NBT Bancorp in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's NBT Bancorp position peaked at $3.31M in Q4 2014.
  • 151 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.