E.E. Geduld’s Beacon Financial Corp BBT Stock Holding History

E.E. Geduld’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 Q1	–	Sell	-7,500	Closed	-$218K	–	170
2015 Q4	$218K	Sell	7,500 -2,500	-25%	-$72.6K	0.13%	78
2015 Q3	$275K	Hold	10,000	–	–	0.26%	81
2015 Q2	$285K	Hold	10,000	–	–	0.18%	125
2015 Q1	$277K	Hold	10,000	–	–	0.18%	128
2014 Q4	$267K	Sell	10,000 -5,000	-33%	-$125K	0.14%	119
2014 Q3	$352K	Hold	15,000	–	–	0.25%	97
2014 Q2	$348K	Sell	15,000 -10,000	-40%	-$236K	0.22%	116
2014 Q1	$647K	Hold	25,000	–	–	0.35%	69
2013 Q4	$682K	Hold	25,000	–	–	0.33%	60
2013 Q3	$628K	Hold	25,000	–	–	0.38%	62
2013 Q2	$694K	Buy	+25,000	New	+$660K	0.49%	45

Other funds holding BBT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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) 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

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

E.E. Geduld's BBT Position: Q1 2016 in Review

E.E. Geduld sold out of Beacon Financial Corp (BBT) in Q1 2016, closing a stake of 7,500 shares — an estimated $218K sold.

E.E. Geduld first reported a position in BBT in Q2 2013 and held it in 11 quarters. The position peaked at $694K in Q2 2013. 150 funds tracked by Wall St. Rank hold BBT as of Q1 2016.

E.E. Geduld reported no remaining Beacon Financial Corp position as of Q1 2016 after selling out during the quarter.
E.E. Geduld sold 7,500 Beacon Financial Corp shares in Q1 2016, an estimated $218K.
E.E. Geduld first reported a position in Beacon Financial Corp in Q2 2013 and held it in 11 quarters.
E.E. Geduld's Beacon Financial Corp position peaked at $694K in Q2 2013.
150 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2016.

Based on E.E. Geduld's 13F filing for Q1 2016, filed 9 May 2016.