Pinnacle Advisory Group’s Community Bank CBU Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$574K	Buy	+7,488	New	+$538K	0.03%	146
2018 Q2	–	Sell	-7,488	Closed	-$401K	–	150
2018 Q1	$401K	Hold	7,488	–	–	0.02%	140
2017 Q4	$402K	Hold	7,488	–	–	0.02%	153
2017 Q3	$414K	Hold	7,488	–	–	0.03%	136
2017 Q2	$418K	Hold	7,488	–	–	0.03%	125
2017 Q1	$412K	Hold	7,488	–	–	0.03%	129
2016 Q4	$463K	Hold	7,488	–	–	0.03%	115
2016 Q3	$359K	Hold	7,488	–	–	0.03%	85
2016 Q2	$307K	Hold	7,488	–	–	0.02%	102
2016 Q1	$286K	Hold	7,488	–	–	0.03%	87
2015 Q4	$299K	Hold	7,488	–	–	0.03%	79
2015 Q3	$278K	Hold	7,488	–	–	0.03%	80
2015 Q2	$282K	Hold	7,488	–	–	0.03%	78
2015 Q1	$265K	Hold	7,488	–	–	0.02%	115
2014 Q4	$285K	Hold	7,488	–	–	0.03%	112
2014 Q3	$251K	Hold	7,488	–	–	0.03%	99
2014 Q2	$271K	Hold	7,488	–	–	0.03%	95
2014 Q1	$292K	Hold	7,488	–	–	0.03%	81
2013 Q4	$297K	Hold	7,488	–	–	0.04%	65
2013 Q3	$255K	Hold	7,488	–	–	0.03%	80
2013 Q2	$231K	Buy	+7,488	New	+$218K	0.03%	76

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

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

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

Dimensional Fund Advisors

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

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

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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