CMBA
BBT

C.M. Bidwell & Associates’s Beacon Financial Corp BBT Stock Holding History

C.M. Bidwell & Associates’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,060
Closed -$116K – 411
2018
Q1 		$116K Buy
3,060
+885
+41% +$33.6K 0.11% 181
2017
Q4 		$80K Hold
2,175
– – 0.07% 229
2017
Q3 		$84K Buy
+2,175
New +$76.7K 0.13% 163

Other funds holding BBT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C.M. Bidwell & Associates's BBT Position: Q2 2018 in Review

C.M. Bidwell & Associates sold out of Beacon Financial Corp (BBT) in Q2 2018, closing a stake of 3,060 shares — an estimated $116K sold.

C.M. Bidwell & Associates first reported a position in BBT in Q3 2017 and held it in 3 quarters. The position peaked at $116K in Q1 2018. 202 funds tracked by Wall St. Rank hold BBT as of Q2 2018.

  • C.M. Bidwell & Associates reported no remaining Beacon Financial Corp position as of Q2 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,060 Beacon Financial Corp shares in Q2 2018, an estimated $116K.
  • C.M. Bidwell & Associates first reported a position in Beacon Financial Corp in Q3 2017 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Beacon Financial Corp position peaked at $116K in Q1 2018.
  • 202 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2018, filed 13 Aug 2018.