CAW
BBT

Cornerstone Advisors (Washington)’s Beacon Financial Corp BBT Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-311
Closed -$10K – 893
2019
Q2 		$10K Buy
+311
New +$9.29K ﹤0.01% 772

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State Street
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LSV Asset Management
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
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ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Cornerstone Advisors (Washington)'s BBT Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Beacon Financial Corp (BBT) in Q3 2019, closing a stake of 311 shares — an estimated $10K sold.

Cornerstone Advisors (Washington) first reported a position in BBT in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 170 funds tracked by Wall St. Rank hold BBT as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Beacon Financial Corp position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 311 Beacon Financial Corp shares in Q3 2019, an estimated $10K.
  • Cornerstone Advisors (Washington) first reported a position in Beacon Financial Corp in Q2 2019 and held it in 1 quarter.
  • Cornerstone Advisors (Washington)'s Beacon Financial Corp position peaked at $10K in Q2 2019.
  • 170 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.