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NewEdge Advisors’s Community Bank CBU Stock Holding History

NewEdge Advisors’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
2017
Q3 		– Sell
-1,435
Closed -$79.9K – 470
2017
Q2 		$79.9K Sell
1,435
-17,029
-92% -$942K 0.01% 457
2017
Q1 		$974K Buy
18,464
+4,192
+29% +$245K 0.22% 101
2016
Q4 		$863K Buy
14,272
+6,203
+77% +$331K 0.24% 89
2016
Q3 		$388K Buy
+8,069
New +$364K 0.12% 141

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's CBU Position: Q3 2017 in Review

NewEdge Advisors sold out of Community Bank (CBU) in Q3 2017, closing a stake of 1,435 shares — an estimated $79.9K sold.

NewEdge Advisors first reported a position in CBU in Q3 2016 and held it in 4 quarters. The position peaked at $974K in Q1 2017. 191 funds tracked by Wall St. Rank hold CBU as of Q3 2017.

  • NewEdge Advisors reported no remaining Community Bank position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 1,435 Community Bank shares in Q3 2017, an estimated $79.9K.
  • NewEdge Advisors first reported a position in Community Bank in Q3 2016 and held it in 4 quarters.
  • NewEdge Advisors's Community Bank position peaked at $974K in Q1 2017.
  • 191 funds tracked by Wall St. Rank held Community Bank as of Q3 2017.

Based on NewEdge Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.