LFCM
BBT

Lane Five Capital Management’s Beacon Financial Corp BBT Stock Holding History

Lane Five Capital Management’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
2014
Q2 		$1.31M Hold
56,243
– – 2.5% 15
2014
Q1 		$1.43M Hold
56,243
– – 1.81% 21
2013
Q4 		$1.53M Hold
56,243
– – 1.92% 21
2013
Q3 		$1.41M Hold
56,243
– – 2% 22
2013
Q2 		$1.56M Buy
+56,243
New +$1.48M 2.25% 21

Other funds holding BBT

Dimensional Fund Advisors
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
Manulife (Manufacturers Life Insurance)
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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Lane Five Capital Management's BBT Position: Q2 2014 in Review

Lane Five Capital Management held its Beacon Financial Corp (BBT) position steady in Q2 2014 at 56,243 shares worth $1.31M. The position accounts for 2.5% of the portfolio, ranked #15.

Lane Five Capital Management first reported a position in BBT in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.56M in Q2 2013. 117 funds tracked by Wall St. Rank hold BBT as of Q2 2014.

  • Lane Five Capital Management held 56,243 shares of Beacon Financial Corp worth $1.31M as of Q2 2014.
  • Lane Five Capital Management left its Beacon Financial Corp share count unchanged in Q2 2014.
  • Beacon Financial Corp made up 2.5% of Lane Five Capital Management's portfolio in Q2 2014, its #15 holding.
  • Lane Five Capital Management first reported a position in Beacon Financial Corp in Q2 2013 and has held it in 5 quarters since.
  • Lane Five Capital Management's Beacon Financial Corp position peaked at $1.56M in Q2 2013.
  • 117 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2014.

Based on Lane Five Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.