PCP
NBTB icon

Proficio Capital Partners’s NBT Bancorp NBTB Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-269
Closed -$10K – 1022
2019
Q2 		$10K Buy
269
+224
+498% +$8.33K ﹤0.01% 933
2019
Q1 		$2K Buy
+45
New +$1.66K ﹤0.01% 1385

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Proficio Capital Partners's NBTB Position: Q3 2019 in Review

Proficio Capital Partners sold out of NBT Bancorp (NBTB) in Q3 2019, closing a stake of 269 shares — an estimated $10K sold.

Proficio Capital Partners first reported a position in NBTB in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 157 funds tracked by Wall St. Rank hold NBTB as of Q3 2019.

  • Proficio Capital Partners reported no remaining NBT Bancorp position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 269 NBT Bancorp shares in Q3 2019, an estimated $10K.
  • Proficio Capital Partners first reported a position in NBT Bancorp in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's NBT Bancorp position peaked at $10K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.