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Wealthspire Advisors (Maryland)’s NBT Bancorp NBTB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-102
Closed -$4K – 1445
2019
Q1 		$4K Sell
102
-39
-28% -$1.44K ﹤0.01% 1912
2018
Q4 		$5K Buy
141
+39
+38% +$1.43K ﹤0.01% 1740
2018
Q3 		$4K Hold
102
– – ﹤0.01% 1913
2018
Q2 		$4K Buy
102
+29
+40% +$1.09K ﹤0.01% 1892
2018
Q1 		$3K Hold
73
– – ﹤0.01% 2040
2017
Q4 		$3K Buy
+73
New +$2.75K ﹤0.01% 2005

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of NBT Bancorp (NBTB) in Q2 2019, closing a stake of 102 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in NBTB in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q4 2018. 153 funds tracked by Wall St. Rank hold NBTB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NBT Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 102 NBT Bancorp shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in NBT Bancorp in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s NBT Bancorp position peaked at $5K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2019.

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