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Realta Investment Advisors’s Community Bank CBU Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-70
Closed -$4K – 1597
2019
Q3 		$4K Hold
70
– – ﹤0.01% 1363
2019
Q2 		$5K Hold
70
– – ﹤0.01% 1353
2019
Q1 		$4K Buy
+70
New +$4.32K ﹤0.01% 1101

Other funds holding CBU

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
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Realta Investment Advisors's CBU Position: Q4 2019 in Review

Realta Investment Advisors sold out of Community Bank (CBU) in Q4 2019, closing a stake of 70 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in CBU in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 214 funds tracked by Wall St. Rank hold CBU as of Q4 2019.

  • Realta Investment Advisors reported no remaining Community Bank position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 70 Community Bank shares in Q4 2019, an estimated $4K.
  • Realta Investment Advisors first reported a position in Community Bank in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Community Bank position peaked at $5K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held Community Bank as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.