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Rational Advisors’s NBT Bancorp NBTB Stock Holding History

Rational Advisors’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
2016
Q4 		– Sell
-6,025
Closed -$198K – 275
2016
Q3 		$198K Hold
6,025
– – 0.13% 123
2016
Q2 		$172K Hold
6,025
– – 0.12% 118
2016
Q1 		$162K Buy
+6,025
New +$157K 0.11% 165

Other funds holding NBTB

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
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's NBTB Position: Q4 2016 in Review

Rational Advisors sold out of NBT Bancorp (NBTB) in Q4 2016, closing a stake of 6,025 shares — an estimated $198K sold.

Rational Advisors first reported a position in NBTB in Q1 2016 and held it in 3 quarters. The position peaked at $198K in Q3 2016. 144 funds tracked by Wall St. Rank hold NBTB as of Q4 2016.

  • Rational Advisors reported no remaining NBT Bancorp position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 6,025 NBT Bancorp shares in Q4 2016, an estimated $198K.
  • Rational Advisors first reported a position in NBT Bancorp in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's NBT Bancorp position peaked at $198K in Q3 2016.
  • 144 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.