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Rational Advisors’s Community Bank CBU Stock Holding History

Rational Advisors’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
2016
Q3 		– Sell
-4,175
Closed -$172K – 276
2016
Q2 		$172K Sell
4,175
-17,000
-80% -$675K 0.12% 117
2016
Q1 		$810K Buy
+21,175
New +$790K 0.53% 45
2013
Q4 		$1.27M Sell
32,130
-63,500
-66% -$2.35M 0.11% 261
2013
Q3 		$3.26M Sell
95,630
-52,600
-35% -$1.76M 0.25% 121
2013
Q2 		$4.57M Buy
+148,230
New +$4.32M 0.38% 73

Other funds holding CBU

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rational Advisors's CBU Position: Q3 2016 in Review

Rational Advisors sold out of Community Bank (CBU) in Q3 2016, closing a stake of 4,175 shares — an estimated $172K sold.

Rational Advisors first reported a position in CBU in Q2 2013 and held it in 5 quarters. The position peaked at $4.57M in Q2 2013. 161 funds tracked by Wall St. Rank hold CBU as of Q3 2016.

  • Rational Advisors reported no remaining Community Bank position as of Q3 2016 after selling out during the quarter.
  • Rational Advisors sold 4,175 Community Bank shares in Q3 2016, an estimated $172K.
  • Rational Advisors first reported a position in Community Bank in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Community Bank position peaked at $4.57M in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Community Bank as of Q3 2016.

Based on Rational Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.