Salem Investment Counselors’s Community Bank CBU Stock Holding History

Salem Investment Counselors’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
2017 Q1	–	Sell	-53	Closed	-$3K	–	557
2016 Q4	$3K	Buy	+53	New	+$2.83K	﹤0.01%	574

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Salem Investment Counselors's CBU Position: Q1 2017 in Review

Salem Investment Counselors sold out of Community Bank (CBU) in Q1 2017, closing a stake of 53 shares — an estimated $3K sold.

Salem Investment Counselors first reported a position in CBU in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 177 funds tracked by Wall St. Rank hold CBU as of Q1 2017.

Salem Investment Counselors reported no remaining Community Bank position as of Q1 2017 after selling out during the quarter.
Salem Investment Counselors sold 53 Community Bank shares in Q1 2017, an estimated $3K.
Salem Investment Counselors first reported a position in Community Bank in Q4 2016 and held it in 1 quarter.
Salem Investment Counselors's Community Bank position peaked at $3K in Q4 2016.
177 funds tracked by Wall St. Rank held Community Bank as of Q1 2017.

Based on Salem Investment Counselors's 13F filing for Q1 2017, filed 16 May 2017.