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Sonora Investment Management’s Community Bank CBU Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-154
Closed -$5K – 841
2015
Q3 		$5K Buy
+154
New +$5.71K ﹤0.01% 699

Other funds holding CBU

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sonora Investment Management's CBU Position: Q4 2015 in Review

Sonora Investment Management sold out of Community Bank (CBU) in Q4 2015, closing a stake of 154 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in CBU in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 160 funds tracked by Wall St. Rank hold CBU as of Q4 2015.

  • Sonora Investment Management reported no remaining Community Bank position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 154 Community Bank shares in Q4 2015, an estimated $5K.
  • Sonora Investment Management first reported a position in Community Bank in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Community Bank position peaked at $5K in Q3 2015.
  • 160 funds tracked by Wall St. Rank held Community Bank as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.