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New England Investment & Retirement Group’s NBT Bancorp NBTB Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-323
Closed -$10K – 164
2020
Q1 		$10K Buy
+323
New +$11.8K ﹤0.01% 139

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New England Investment & Retirement Group's NBTB Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of NBT Bancorp (NBTB) in Q2 2020, closing a stake of 323 shares — an estimated $10K sold.

New England Investment & Retirement Group first reported a position in NBTB in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 165 funds tracked by Wall St. Rank hold NBTB as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining NBT Bancorp position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 323 NBT Bancorp shares in Q2 2020, an estimated $10K.
  • New England Investment & Retirement Group first reported a position in NBT Bancorp in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's NBT Bancorp position peaked at $10K in Q1 2020.
  • 165 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.