LWA
BBT.PRD.CL

Lenox Wealth Advisors’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

Lenox Wealth Advisors’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
2013
Q3 		– Sell
-1,000
Closed -$25K – 300
2013
Q2 		$25K Buy
+1,000
New +$26K 0.03% 58

Other funds holding BBT.PRD.CL

CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lenox Wealth Advisors's BBT.PRD.CL Position: Q3 2013 in Review

Lenox Wealth Advisors 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 Q3 2013, closing a stake of 1,000 shares — an estimated $25K sold.

Lenox Wealth Advisors first reported a position in BBT.PRD.CL in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 7 funds tracked by Wall St. Rank hold BBT.PRD.CL as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,000 BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul shares in Q3 2013, an estimated $25K.
  • Lenox Wealth Advisors first reported a position in BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's BB&T CORPORATION Depositary Shares, representing 1/1,000th interest in a share of Series D Non-Cumul position peaked at $25K in Q2 2013.
  • 7 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 Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.