SevenBridge Financial Group’s Community Bank CBU Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-400	Closed	-$26K	–	205
2019 Q2	$26K	Hold	400	–	–	0.01%	354
2019 Q1	$24K	Hold	400	–	–	0.01%	321
2018 Q4	$23K	Hold	400	–	–	0.01%	280
2018 Q3	$24K	Hold	400	–	–	0.01%	315
2018 Q2	$24K	Hold	400	–	–	0.01%	317
2018 Q1	$21K	Hold	400	–	–	0.01%	342
2017 Q4	$22K	Hold	400	–	–	0.01%	361
2017 Q3	$22K	Hold	400	–	–	0.01%	362
2017 Q2	$22K	Hold	400	–	–	0.01%	370
2017 Q1	$21K	Hold	400	–	–	0.01%	363
2016 Q4	$19K	Hold	400	–	–	0.01%	373
2016 Q3	$19K	Hold	400	–	–	0.01%	369
2016 Q2	$16K	Buy	+400	New	+$15.9K	0.01%	441

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

SevenBridge Financial Group's CBU Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Community Bank (CBU) in Q3 2019, closing a stake of 400 shares — an estimated $26K sold.

SevenBridge Financial Group first reported a position in CBU in Q2 2016 and held it in 13 quarters. The position peaked at $26K in Q2 2019. 216 funds tracked by Wall St. Rank hold CBU as of Q3 2019.

SevenBridge Financial Group reported no remaining Community Bank position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 400 Community Bank shares in Q3 2019, an estimated $26K.
SevenBridge Financial Group first reported a position in Community Bank in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Community Bank position peaked at $26K in Q2 2019.
216 funds tracked by Wall St. Rank held Community Bank as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.