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Summit Securities Group’s Community Bank CBU Stock Holding History

Summit Securities 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
2016
Q1 		– Sell
-6,200
Closed -$248K – 165
2015
Q4 		$248K Buy
+6,200
New +$252K 0.08% 170

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Summit Securities Group's CBU Position: Q1 2016 in Review

Summit Securities Group sold out of Community Bank (CBU) in Q1 2016, closing a stake of 6,200 shares — an estimated $248K sold.

Summit Securities Group first reported a position in CBU in Q4 2015 and held it in 1 quarter. The position peaked at $248K in Q4 2015. 158 funds tracked by Wall St. Rank hold CBU as of Q1 2016.

  • Summit Securities Group reported no remaining Community Bank position as of Q1 2016 after selling out during the quarter.
  • Summit Securities Group sold 6,200 Community Bank shares in Q1 2016, an estimated $248K.
  • Summit Securities Group first reported a position in Community Bank in Q4 2015 and held it in 1 quarter.
  • Summit Securities Group's Community Bank position peaked at $248K in Q4 2015.
  • 158 funds tracked by Wall St. Rank held Community Bank as of Q1 2016.

Based on Summit Securities Group's 13F filing for Q1 2016, filed 11 May 2016.