Wealthspire Advisors (Maryland)’s Community Bank CBU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-136	Closed	-$8K	–	710
2019 Q1	$8K	Hold	136	–	–	﹤0.01%	1610
2018 Q4	$8K	Buy	136 +35	+35%	+$2.11K	﹤0.01%	1537
2018 Q3	$6K	Buy	101 +23	+29%	+$1.47K	﹤0.01%	1717
2018 Q2	$5K	Hold	78	–	–	﹤0.01%	1773
2018 Q1	$4K	Hold	78	–	–	﹤0.01%	1888
2017 Q4	$4K	Buy	78 +58	+290%	+$3.15K	﹤0.01%	1889
2017 Q3	$1K	Buy	+20	New	+$1.07K	﹤0.01%	2071
2017 Q1	–	Sell	-205	Closed	-$13K	–	1925
2016 Q4	$13K	Sell	205 -190	-48%	-$10.2K	﹤0.01%	1134
2016 Q3	$19K	Hold	395	–	–	﹤0.01%	1064
2016 Q2	$16K	Hold	395	–	–	﹤0.01%	1064
2016 Q1	$15K	Buy	395 +50	+14%	+$1.86K	﹤0.01%	1057
2015 Q4	$14K	Buy	+345	New	+$14K	﹤0.01%	1085

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CBU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Community Bank (CBU) in Q2 2019, closing a stake of 136 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in CBU in Q4 2015 and held it in 12 quarters. The position peaked at $19K in Q3 2016. 206 funds tracked by Wall St. Rank hold CBU as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Community Bank position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 136 Community Bank shares in Q2 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in Community Bank in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Community Bank position peaked at $19K in Q3 2016.
206 funds tracked by Wall St. Rank held Community Bank as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.