Personal Wealth Partners’s Community Bank CBU Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-3	Closed	–	–	146
2019 Q4	$0	Hold	3	–	–	﹤0.01%	526
2019 Q3	$0	Buy	+3	New	+$189	﹤0.01%	538

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal Wealth Partners's CBU Position: Q1 2020 in Review

Personal Wealth Partners sold out of Community Bank (CBU) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in CBU in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 210 funds tracked by Wall St. Rank hold CBU as of Q1 2020.

Personal Wealth Partners reported no remaining Community Bank position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Community Bank shares in Q1 2020.
Personal Wealth Partners first reported a position in Community Bank in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Community Bank position peaked at $0 in Q4 2019.
210 funds tracked by Wall St. Rank held Community Bank as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.