AIA
BBT.PRD.CL

Alerus Investment Advisors’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

Alerus Investment Advisors’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
2016
Q1 		$42K Hold
1,600
– – 0.01% 138
2015
Q4 		$42K Hold
1,600
– – 0.01% 147
2015
Q3 		$41K Buy
+1,600
New +$40.5K 0.01% 130

Other funds holding BBT.PRD.CL

CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
CK
Carnick & Kubik Colorado Springs, Colorado $334M AUM 1.52% 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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Alerus Investment Advisors's BBT.PRD.CL Position: Q1 2016 in Review

Alerus Investment Advisors held its BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul (BBT.PRD.CL) position steady in Q1 2016 at 1,600 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #138.

Alerus Investment Advisors first reported a position in BBT.PRD.CL in Q3 2015 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BBT.PRD.CL as of Q1 2016.

  • Alerus Investment Advisors held 1,600 shares of BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul worth $42K as of Q1 2016.
  • Alerus Investment Advisors left its BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul share count unchanged in Q1 2016.
  • BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul made up 0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #138 holding.
  • Alerus Investment Advisors 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 2015 and has held it in 3 quarters since.
  • 9 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 Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.