EMFAT
BBT

Emerald Mutual Fund Advisers Trust’s Beacon Financial Corp BBT Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2013
Q3 		– Sell
-19,950
Closed -$554K – 214
2013
Q2 		$554K Buy
+19,950
New +$527K 0.09% 149

Other funds holding BBT

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's BBT Position: Q3 2013 in Review

Emerald Mutual Fund Advisers Trust sold out of Beacon Financial Corp (BBT) in Q3 2013, closing a stake of 19,950 shares — an estimated $554K sold.

Emerald Mutual Fund Advisers Trust first reported a position in BBT in Q2 2013 and held it in 1 quarter. The position peaked at $554K in Q2 2013. 117 funds tracked by Wall St. Rank hold BBT as of Q3 2013.

  • Emerald Mutual Fund Advisers Trust reported no remaining Beacon Financial Corp position as of Q3 2013 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 19,950 Beacon Financial Corp shares in Q3 2013, an estimated $554K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Beacon Financial Corp in Q2 2013 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Beacon Financial Corp position peaked at $554K in Q2 2013.
  • 117 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2013.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2013, filed 31 Oct 2013.