Palladiem’s Community Bank CBU Stock Holding History

Palladiem’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
2015 Q1	–	Sell	-204	Closed	-$8K	–	191
2014 Q4	$8K	Buy	+204	New	+$7.48K	0.01%	143

Other funds holding CBU

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Palladiem's CBU Position: Q1 2015 in Review

Palladiem sold out of Community Bank (CBU) in Q1 2015, closing a stake of 204 shares — an estimated $8K sold.

Palladiem first reported a position in CBU in Q4 2014 and held it in 1 quarter. The position peaked at $8K in Q4 2014. 153 funds tracked by Wall St. Rank hold CBU as of Q1 2015.

Palladiem reported no remaining Community Bank position as of Q1 2015 after selling out during the quarter.
Palladiem sold 204 Community Bank shares in Q1 2015, an estimated $8K.
Palladiem first reported a position in Community Bank in Q4 2014 and held it in 1 quarter.
Palladiem's Community Bank position peaked at $8K in Q4 2014.
153 funds tracked by Wall St. Rank held Community Bank as of Q1 2015.

Based on Palladiem's 13F filing for Q1 2015, filed 24 Apr 2015.