CC
BBT

Curian Capital’s Beacon Financial Corp BBT Stock Holding History

Curian Capital’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
2014
Q1 		– Sell
-28,859
Closed -$787K – 593
2013
Q4 		$787K Buy
28,859
+410
+1% +$10.6K 0.01% 456
2013
Q3 		$714K Buy
28,449
+475
+2% +$12.4K 0.01% 462
2013
Q2 		$777K Buy
+27,974
New +$738K 0.01% 431

Other funds holding BBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

Curian Capital's BBT Position: Q1 2014 in Review

Curian Capital sold out of Beacon Financial Corp (BBT) in Q1 2014, closing a stake of 28,859 shares — an estimated $787K sold.

Curian Capital first reported a position in BBT in Q2 2013 and held it in 3 quarters. The position peaked at $787K in Q4 2013. 114 funds tracked by Wall St. Rank hold BBT as of Q1 2014.

  • Curian Capital reported no remaining Beacon Financial Corp position as of Q1 2014 after selling out during the quarter.
  • Curian Capital sold 28,859 Beacon Financial Corp shares in Q1 2014, an estimated $787K.
  • Curian Capital first reported a position in Beacon Financial Corp in Q2 2013 and held it in 3 quarters.
  • Curian Capital's Beacon Financial Corp position peaked at $787K in Q4 2013.
  • 114 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2014.

Based on Curian Capital's 13F filing for Q1 2014, filed 12 May 2014.