SFS
CBU icon

Sowell Financial Services’s Community Bank CBU Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-400
Closed -$23.5K – 2473
2020
Q1 		$24K Hold
400
– – ﹤0.01% 1317
2019
Q4 		$28K Hold
400
– – ﹤0.01% 1320
2019
Q3 		$25K Buy
+400
New +$25.3K ﹤0.01% 1200

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's CBU Position: Q2 2020 in Review

Sowell Financial Services sold out of Community Bank (CBU) in Q2 2020, closing a stake of 400 shares — an estimated $23.5K sold.

Sowell Financial Services first reported a position in CBU in Q3 2019 and held it in 3 quarters. The position peaked at $28K in Q4 2019. 221 funds tracked by Wall St. Rank hold CBU as of Q2 2020.

  • Sowell Financial Services reported no remaining Community Bank position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 400 Community Bank shares in Q2 2020, an estimated $23.5K.
  • Sowell Financial Services first reported a position in Community Bank in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Community Bank position peaked at $28K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held Community Bank as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.