CIM
BBT

Contravisory Investment Management’s Beacon Financial Corp BBT Stock Holding History

Contravisory Investment Management’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
2016
Q2 		– Sell
-5,279
Closed -$142K – 207
2016
Q1 		$142K Sell
5,279
-1,442
-21% -$38.5K 0.04% 83
2015
Q4 		$196K Hold
6,721
– – 0.05% 74
2015
Q3 		$185K Buy
+6,721
New +$190K 0.04% 72

Other funds holding BBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Contravisory Investment Management's BBT Position: Q2 2016 in Review

Contravisory Investment Management sold out of Beacon Financial Corp (BBT) in Q2 2016, closing a stake of 5,279 shares — an estimated $142K sold.

Contravisory Investment Management first reported a position in BBT in Q3 2015 and held it in 3 quarters. The position peaked at $196K in Q4 2015. 154 funds tracked by Wall St. Rank hold BBT as of Q2 2016.

  • Contravisory Investment Management reported no remaining Beacon Financial Corp position as of Q2 2016 after selling out during the quarter.
  • Contravisory Investment Management sold 5,279 Beacon Financial Corp shares in Q2 2016, an estimated $142K.
  • Contravisory Investment Management first reported a position in Beacon Financial Corp in Q3 2015 and held it in 3 quarters.
  • Contravisory Investment Management's Beacon Financial Corp position peaked at $196K in Q4 2015.
  • 154 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2016.

Based on Contravisory Investment Management's 13F filing for Q2 2016, filed 13 Jul 2016.