Sharkey, Howes & Javer’s NBT Bancorp NBTB Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-179	Closed	-$7K	–	131
2019 Q2	$7K	Hold	179	–	–	﹤0.01%	161
2019 Q1	$6K	Buy	+179	New	+$6.6K	﹤0.01%	170

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sharkey, Howes & Javer's NBTB Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of NBT Bancorp (NBTB) in Q3 2019, closing a stake of 179 shares — an estimated $7K sold.

Sharkey, Howes & Javer first reported a position in NBTB in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 157 funds tracked by Wall St. Rank hold NBTB as of Q3 2019.

Sharkey, Howes & Javer reported no remaining NBT Bancorp position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 179 NBT Bancorp shares in Q3 2019, an estimated $7K.
Sharkey, Howes & Javer first reported a position in NBT Bancorp in Q1 2019 and held it in 2 quarters.
Sharkey, Howes & Javer's NBT Bancorp position peaked at $7K in Q2 2019.
157 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.