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BBT.PRE.CL

Apriem Advisors’s BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C BBT.PRE.CL Stock Holding History

Apriem Advisors’s Portfolio BBT.PRE.CL Stock Details BBT.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,000
Closed -$21K – 538
2013
Q3 		$21K Hold
1,000
– – 0.01% 281
2013
Q2 		$24K Buy
+1,000
New +$25.2K 0.01% 260

Other funds holding BBT.PRE.CL

DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Apriem Advisors's BBT.PRE.CL Position: Q4 2013 in Review

Apriem Advisors sold out of BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C (BBT.PRE.CL) in Q4 2013, closing a stake of 1,000 shares — an estimated $21K sold.

Apriem Advisors first reported a position in BBT.PRE.CL in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q2 2013. 11 funds tracked by Wall St. Rank hold BBT.PRE.CL as of Q4 2013.

  • Apriem Advisors reported no remaining BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position as of Q4 2013 after selling out during the quarter.
  • Apriem Advisors sold 1,000 BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C shares in Q4 2013, an estimated $21K.
  • Apriem Advisors first reported a position in BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C in Q2 2013 and held it in 2 quarters.
  • Apriem Advisors's BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position peaked at $24K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C as of Q4 2013.

Based on Apriem Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.