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Wedge Capital Management’s Community Bank CBU Stock Holding History

Wedge Capital Management’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
2018
Q1 		– Sell
-8,218
Closed -$442K – 584
2017
Q4 		$442K Sell
8,218
-388
-5% -$21.1K ﹤0.01% 467
2017
Q3 		$475K Sell
8,606
-915
-10% -$48.9K ﹤0.01% 462
2017
Q2 		$531K Hold
9,521
– – 0.01% 436
2017
Q1 		$523K Buy
9,521
+405
+4% +$23.6K 0.01% 427
2016
Q4 		$563K Sell
9,116
-697
-7% -$37.2K 0.01% 417
2016
Q3 		$472K Buy
9,813
+504
+5% +$22.8K ﹤0.01% 448
2016
Q2 		$383K Sell
9,309
-2,716
-23% -$108K ﹤0.01% 460
2016
Q1 		$459K Buy
12,025
+2,025
+20% +$75.6K ﹤0.01% 451
2015
Q4 		$399K Sell
10,000
-200
-2% -$8.12K ﹤0.01% 475
2015
Q3 		$379K Buy
10,200
+700
+7% +$26K ﹤0.01% 479
2015
Q2 		$359K Buy
9,500
+825
+10% +$29.6K ﹤0.01% 497
2015
Q1 		$307K Buy
8,675
+500
+6% +$17.7K ﹤0.01% 530
2014
Q4 		$312K Sell
8,175
-100
-1% -$3.67K ﹤0.01% 516
2014
Q3 		$278K Buy
8,275
+1,200
+17% +$42.5K ﹤0.01% 532
2014
Q2 		$256K Buy
+7,075
New +$261K ﹤0.01% 533

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wedge Capital Management's CBU Position: Q1 2018 in Review

Wedge Capital Management sold out of Community Bank (CBU) in Q1 2018, closing a stake of 8,218 shares — an estimated $442K sold.

Wedge Capital Management first reported a position in CBU in Q2 2014 and held it in 15 quarters. The position peaked at $563K in Q4 2016. 191 funds tracked by Wall St. Rank hold CBU as of Q1 2018.

  • Wedge Capital Management reported no remaining Community Bank position as of Q1 2018 after selling out during the quarter.
  • Wedge Capital Management sold 8,218 Community Bank shares in Q1 2018, an estimated $442K.
  • Wedge Capital Management first reported a position in Community Bank in Q2 2014 and held it in 15 quarters.
  • Wedge Capital Management's Community Bank position peaked at $563K in Q4 2016.
  • 191 funds tracked by Wall St. Rank held Community Bank as of Q1 2018.

Based on Wedge Capital Management's 13F filing for Q1 2018, filed 1 May 2018.