Summit Trail Advisors’s NBT Bancorp NBTB Stock Holding History

Summit Trail Advisors’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
2018 Q1	–	Sell	-18	Closed	-$1K	–	1228
2017 Q4	$1K	Buy	+18	New	+$679	﹤0.01%	1830

Other funds holding NBTB

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Trail Advisors's NBTB Position: Q1 2018 in Review

Summit Trail Advisors sold out of NBT Bancorp (NBTB) in Q1 2018, closing a stake of 18 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in NBTB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 146 funds tracked by Wall St. Rank hold NBTB as of Q1 2018.

Summit Trail Advisors reported no remaining NBT Bancorp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 18 NBT Bancorp shares in Q1 2018, an estimated $1K.
Summit Trail Advisors first reported a position in NBT Bancorp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's NBT Bancorp position peaked at $1K in Q4 2017.
146 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.