KIA
BBT.PRE.CL

KCM Investment Advisors’s BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C BBT.PRE.CL Stock Holding History

KCM Investment Advisors’s Portfolio BBT.PRE.CL Stock Details BBT.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,951
Closed -$202K – 544
2017
Q2 		$202K Buy
7,951
+9
+0.1% +$229 0.01% 518
2017
Q1 		$201K Buy
+7,942
New +$198K 0.01% 526
2016
Q4 		– Sell
-8,924
Closed -$230K – 547
2016
Q3 		$230K Buy
8,924
+609
+7% +$15.9K 0.02% 496
2016
Q2 		$219K Sell
8,315
-842
-9% -$21.7K 0.02% 491
2016
Q1 		$235K Buy
9,157
+157
+2% +$4.01K 0.02% 473
2015
Q4 		$235K Buy
9,000
+209
+2% +$5.36K 0.02% 467
2015
Q3 		$218K Buy
8,791
+8
+0.1% +$198 0.02% 482
2015
Q2 		$212K Buy
8,783
+9
+0.1% +$222 0.02% 506
2015
Q1 		$222K Buy
8,774
+8
+0.1% +$200 0.02% 490
2014
Q4 		$212K Buy
8,766
+8
+0.1% +$192 0.02% 488
2014
Q3 		$203K Buy
8,758
+8
+0.1% +$189 0.02% 483
2014
Q2 		$208K Buy
+8,750
New +$202K 0.02% 465
2013
Q4 		– Sell
-50,725
Closed -$1.04M – 457
2013
Q3 		$1.04M Sell
50,725
-59,091
-54% -$1.31M 0.12% 198
2013
Q2 		$2.65M Buy
+109,816
New +$2.77M 0.32% 94

Other funds holding BBT.PRE.CL

DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

KCM Investment Advisors's BBT.PRE.CL Position: Q3 2017 in Review

KCM Investment Advisors sold out of BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C (BBT.PRE.CL) in Q3 2017, closing a stake of 7,951 shares — an estimated $202K sold.

KCM Investment Advisors first reported a position in BBT.PRE.CL in Q2 2013 and held it in 14 quarters. The position peaked at $2.65M in Q2 2013. 9 funds tracked by Wall St. Rank hold BBT.PRE.CL as of Q3 2017.

  • KCM Investment Advisors reported no remaining BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position as of Q3 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 7,951 BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C shares in Q3 2017, an estimated $202K.
  • KCM Investment Advisors first reported a position in BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C in Q2 2013 and held it in 14 quarters.
  • KCM Investment Advisors's BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position peaked at $2.65M in Q2 2013.
  • 9 funds tracked by Wall St. Rank held BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C as of Q3 2017.

Based on KCM Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.