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Concourse Financial Group Securities’s Beacon Financial Corp BBT Stock Holding History

Concourse Financial Group Securities’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
Q4 		– Sell
-189
Closed -$6.35K – 2134
2018
Q3 		$8K Buy
+189
New +$7.86K ﹤0.01% 1196

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State Street
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LSV Asset Management
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Manulife (Manufacturers Life Insurance)
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Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Concourse Financial Group Securities's BBT Position: Q4 2018 in Review

Concourse Financial Group Securities sold out of Beacon Financial Corp (BBT) in Q4 2018, closing a stake of 189 shares — an estimated $6.35K sold.

Concourse Financial Group Securities first reported a position in BBT in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 186 funds tracked by Wall St. Rank hold BBT as of Q4 2018.

  • Concourse Financial Group Securities reported no remaining Beacon Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Concourse Financial Group Securities sold 189 Beacon Financial Corp shares in Q4 2018, an estimated $6.35K.
  • Concourse Financial Group Securities first reported a position in Beacon Financial Corp in Q3 2018 and held it in 1 quarter.
  • Concourse Financial Group Securities's Beacon Financial Corp position peaked at $8K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2018.

Based on Concourse Financial Group Securities's 13F filing for Q4 2018, filed 14 Feb 2019.