RAFFA WEALTH MANAGEMENT, LLC’s NBT Bancorp NBTB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017 Q1	–	Sell	-33	Closed	-$1.38K	–	683
2016 Q4	$1.38K	Hold	33	–	–	﹤0.01%	350
2016 Q3	$1.08K	Hold	33	–	–	﹤0.01%	391
2016 Q2	$945	Hold	33	–	–	﹤0.01%	421
2016 Q1	$889	Hold	33	–	–	﹤0.01%	429
2015 Q4	$920	Hold	33	–	–	﹤0.01%	415
2015 Q3	$889	Hold	33	–	–	﹤0.01%	415
2015 Q2	$864	Hold	33	–	–	﹤0.01%	431
2015 Q1	$827	Hold	33	–	–	﹤0.01%	452
2014 Q4	$867	Hold	33	–	–	﹤0.01%	396
2014 Q3	$743	Buy	+33	New	+$781	﹤0.01%	428
2014 Q1	–	Sell	-33	Closed	-$867	–	566
2013 Q4	$867	Buy	+33	New	+$810	﹤0.01%	396

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

Norges Bank Oslo, Norway $935B AUM

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

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

RAFFA WEALTH MANAGEMENT, LLC's NBTB Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of NBT Bancorp (NBTB) in Q1 2017, closing a stake of 33 shares — an estimated $1.38K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NBTB in Q4 2013 and held it in 11 quarters. The position peaked at $1.38K in Q4 2016. 137 funds tracked by Wall St. Rank hold NBTB as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining NBT Bancorp position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 33 NBT Bancorp shares in Q1 2017, an estimated $1.38K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in NBT Bancorp in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's NBT Bancorp position peaked at $1.38K in Q4 2016.
137 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.