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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Advisory Group's CBU Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Community Bank (CBU) in Q1 2021: 7,488 shares worth $574K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in CBU as recently as Q1 2018.

Pinnacle Advisory Group first reported a position in CBU in Q2 2013 and has held it in 21 quarters since. 211 funds tracked by Wall St. Rank hold CBU as of Q1 2021.

Pinnacle Advisory Group held 7,488 shares of Community Bank worth $574K as of Q1 2021.
Community Bank was a new Pinnacle Advisory Group position in Q1 2021.
Community Bank made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #146 holding.
Pinnacle Advisory Group first reported a position in Community Bank in Q2 2013 and has held it in 21 quarters since.
211 funds tracked by Wall St. Rank held Community Bank as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.