FMA
BBT

Fiduciary Management Associates’s Beacon Financial Corp BBT Stock Holding History

Fiduciary Management Associates’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
-16,910
Closed -$469K – 130
2013
Q2 		$469K Buy
+16,910
New +$446K 0.04% 111

Other funds holding BBT

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JAM
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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

Fiduciary Management Associates's BBT Position: Q3 2013 in Review

Fiduciary Management Associates sold out of Beacon Financial Corp (BBT) in Q3 2013, closing a stake of 16,910 shares — an estimated $469K sold.

Fiduciary Management Associates first reported a position in BBT in Q2 2013 and held it in 1 quarter. The position peaked at $469K in Q2 2013. 117 funds tracked by Wall St. Rank hold BBT as of Q3 2013.

  • Fiduciary Management Associates reported no remaining Beacon Financial Corp position as of Q3 2013 after selling out during the quarter.
  • Fiduciary Management Associates sold 16,910 Beacon Financial Corp shares in Q3 2013, an estimated $469K.
  • Fiduciary Management Associates first reported a position in Beacon Financial Corp in Q2 2013 and held it in 1 quarter.
  • Fiduciary Management Associates's Beacon Financial Corp position peaked at $469K in Q2 2013.
  • 117 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2013.

Based on Fiduciary Management Associates's 13F filing for Q3 2013, filed 12 Nov 2013.