SFM
NBTB icon

Systematic Financial Management’s NBT Bancorp NBTB Stock Holding History

Systematic Financial Management’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
2013
Q4 		– Sell
-64,710
Closed -$1.49M – 677
2013
Q3 		$1.49M Buy
+64,710
New +$1.45M 0.01% 491

Other funds holding NBTB

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Systematic Financial Management's NBTB Position: Q4 2013 in Review

Systematic Financial Management sold out of NBT Bancorp (NBTB) in Q4 2013, closing a stake of 64,710 shares — an estimated $1.49M sold.

Systematic Financial Management first reported a position in NBTB in Q3 2013 and held it in 1 quarter. The position peaked at $1.49M in Q3 2013. 124 funds tracked by Wall St. Rank hold NBTB as of Q4 2013.

  • Systematic Financial Management reported no remaining NBT Bancorp position as of Q4 2013 after selling out during the quarter.
  • Systematic Financial Management sold 64,710 NBT Bancorp shares in Q4 2013, an estimated $1.49M.
  • Systematic Financial Management first reported a position in NBT Bancorp in Q3 2013 and held it in 1 quarter.
  • Systematic Financial Management's NBT Bancorp position peaked at $1.49M in Q3 2013.
  • 124 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2013.

Based on Systematic Financial Management's 13F filing for Q4 2013, filed 14 Feb 2014.