DIA
BBT

Dana Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

Dana Investment Advisors’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
-66,507
Closed -$2.71M – 270
2018
Q3 		$2.71M Sell
66,507
-337
-0.5% -$14K 0.11% 138
2018
Q2 		$2.71M Sell
66,844
-2,624
-4% -$104K 0.12% 129
2018
Q1 		$2.64M Sell
69,468
-1,371
-2% -$52.1K 0.12% 126
2017
Q4 		$2.59M Buy
+70,839
New +$2.7M 0.11% 138

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dana Investment Advisors's BBT Position: Q4 2018 in Review

Dana Investment Advisors sold out of Beacon Financial Corp (BBT) in Q4 2018, closing a stake of 66,507 shares — an estimated $2.71M sold.

Dana Investment Advisors first reported a position in BBT in Q4 2017 and held it in 4 quarters. The position peaked at $2.71M in Q2 2018. 186 funds tracked by Wall St. Rank hold BBT as of Q4 2018.

  • Dana Investment Advisors reported no remaining Beacon Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Dana Investment Advisors sold 66,507 Beacon Financial Corp shares in Q4 2018, an estimated $2.71M.
  • Dana Investment Advisors first reported a position in Beacon Financial Corp in Q4 2017 and held it in 4 quarters.
  • Dana Investment Advisors's Beacon Financial Corp position peaked at $2.71M in Q2 2018.
  • 186 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2018.

Based on Dana Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.