Wealthfront’s Community Bank CBU Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-237	Closed	-$9K	–	401
2015 Q3	$9K	Buy	+237	New	+$8.79K	﹤0.01%	977

Other funds holding CBU

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wealthfront's CBU Position: Q4 2015 in Review

Wealthfront sold out of Community Bank (CBU) in Q4 2015, closing a stake of 237 shares — an estimated $9K sold.

Wealthfront first reported a position in CBU in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 160 funds tracked by Wall St. Rank hold CBU as of Q4 2015.

Wealthfront reported no remaining Community Bank position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 237 Community Bank shares in Q4 2015, an estimated $9K.
Wealthfront first reported a position in Community Bank in Q3 2015 and held it in 1 quarter.
Wealthfront's Community Bank position peaked at $9K in Q3 2015.
160 funds tracked by Wall St. Rank held Community Bank as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.