IP
BBT.PRD.CL

Intellectus Partners’s BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul BBT.PRD.CL Stock Holding History

Intellectus Partners’s Portfolio BBT.PRD.CL Stock Details BBT.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,135
Closed -$29K – 739
2017
Q3 		$29K Hold
1,135
– – 0.01% 484
2017
Q2 		$29K Sell
1,135
-47
-4% -$1.2K 0.01% 457
2017
Q1 		$30K Hold
1,182
– – 0.02% 409
2016
Q4 		$29K Buy
+1,182
New +$29.5K 0.02% 403

Other funds holding BBT.PRD.CL

CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Intellectus Partners's BBT.PRD.CL Position: Q4 2017 in Review

Intellectus Partners sold out of BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul (BBT.PRD.CL) in Q4 2017, closing a stake of 1,135 shares — an estimated $29K sold.

Intellectus Partners first reported a position in BBT.PRD.CL in Q4 2016 and held it in 4 quarters. The position peaked at $30K in Q1 2017. 8 funds tracked by Wall St. Rank hold BBT.PRD.CL as of Q4 2017.

  • Intellectus Partners reported no remaining BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 1,135 BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul shares in Q4 2017, an estimated $29K.
  • Intellectus Partners first reported a position in BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position peaked at $30K in Q1 2017.
  • 8 funds tracked by Wall St. Rank held BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.