United Capital Financial Advisors’s Community Bank CBU Stock Holding History

United Capital Financial Advisors’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
2021 Q1	–	Sell	-5,014	Closed	-$312K	–	1187
2020 Q4	$312K	Sell	5,014 -1,502	-23%	-$92.2K	﹤0.01%	981
2020 Q3	$355K	Sell	6,516 -2,498	-28%	-$144K	﹤0.01%	911
2020 Q2	$514K	Sell	9,014 -594	-6%	-$34.9K	﹤0.01%	857
2020 Q1	$565K	Sell	9,608 -935	-9%	-$60.6K	﹤0.01%	774
2019 Q4	$749K	Hold	10,543	–	–	﹤0.01%	880
2019 Q3	$650K	Buy	+10,543	New	+$666K	﹤0.01%	867

Other funds holding CBU

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

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

United Capital Financial Advisors's CBU Position: Q1 2021 in Review

United Capital Financial Advisors sold out of Community Bank (CBU) in Q1 2021, closing a stake of 5,014 shares — an estimated $312K sold.

United Capital Financial Advisors first reported a position in CBU in Q3 2019 and held it in 6 quarters. The position peaked at $749K in Q4 2019. 211 funds tracked by Wall St. Rank hold CBU as of Q1 2021.

United Capital Financial Advisors reported no remaining Community Bank position as of Q1 2021 after selling out during the quarter.
United Capital Financial Advisors sold 5,014 Community Bank shares in Q1 2021, an estimated $312K.
United Capital Financial Advisors first reported a position in Community Bank in Q3 2019 and held it in 6 quarters.
United Capital Financial Advisors's Community Bank position peaked at $749K in Q4 2019.
211 funds tracked by Wall St. Rank held Community Bank as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.