AWMS
BBT.PRD.CL

Advocacy Wealth Management Services’s BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul BBT.PRD.CL Stock Holding History

Advocacy Wealth Management Services’s Portfolio BBT.PRD.CL Stock Details BBT.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-453
Closed -$12K – 209
2018
Q1 		$12K Hold
453
– – 0.01% 122
2017
Q4 		$12K Hold
453
– – 0.01% 148
2017
Q3 		$11K Buy
+453
New +$11.5K ﹤0.01% 188

Other funds holding BBT.PRD.CL

OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Advocacy Wealth Management Services's BBT.PRD.CL Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul (BBT.PRD.CL) in Q2 2018, closing a stake of 453 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in BBT.PRD.CL in Q3 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 8 funds tracked by Wall St. Rank hold BBT.PRD.CL as of Q2 2018.

  • Advocacy Wealth Management Services reported no remaining BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position as of Q2 2018 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 453 BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul shares in Q2 2018, an estimated $12K.
  • Advocacy Wealth Management Services first reported a position in BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul in Q3 2017 and held it in 3 quarters.
  • Advocacy Wealth Management Services's BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position peaked at $12K in Q1 2018.
  • 8 funds tracked by Wall St. Rank held BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.