Partnervest Advisory Services’s NBT Bancorp NBTB Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-102	Closed	-$2K	–	566
2014 Q2	$2K	Buy	102 +1	+1%	+$23	﹤0.01%	974
2014 Q1	$2K	Sell	101 -179	-64%	-$4.33K	﹤0.01%	952
2013 Q4	$7K	Hold	280	–	–	﹤0.01%	710
2013 Q3	$6K	Hold	280	–	–	﹤0.01%	757
2013 Q2	$6K	Buy	+280	New	+$5.75K	﹤0.01%	697

Other funds holding NBTB

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

CIP

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Partnervest Advisory Services's NBTB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of NBT Bancorp (NBTB) in Q3 2014, closing a stake of 102 shares — an estimated $2K sold.

Partnervest Advisory Services first reported a position in NBTB in Q2 2013 and held it in 5 quarters. The position peaked at $7K in Q4 2013. 132 funds tracked by Wall St. Rank hold NBTB as of Q3 2014.

Partnervest Advisory Services reported no remaining NBT Bancorp position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 102 NBT Bancorp shares in Q3 2014, an estimated $2K.
Partnervest Advisory Services first reported a position in NBT Bancorp in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's NBT Bancorp position peaked at $7K in Q4 2013.
132 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.