Loomis, Sayles & Company
BBT

Loomis, Sayles & Company’s Beacon Financial Corp BBT Stock Holding History

Loomis, Sayles & Company’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
2017
Q1 		– Sell
-201
Closed -$7K – 964
2016
Q4 		$7K Buy
+201
New +$6.46K ﹤0.01% 868

Other funds holding BBT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loomis, Sayles & Company's BBT Position: Q1 2017 in Review

Loomis, Sayles & Company sold out of Beacon Financial Corp (BBT) in Q1 2017, closing a stake of 201 shares — an estimated $7K sold.

Loomis, Sayles & Company first reported a position in BBT in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 170 funds tracked by Wall St. Rank hold BBT as of Q1 2017.

  • Loomis, Sayles & Company reported no remaining Beacon Financial Corp position as of Q1 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 201 Beacon Financial Corp shares in Q1 2017, an estimated $7K.
  • Loomis, Sayles & Company first reported a position in Beacon Financial Corp in Q4 2016 and held it in 1 quarter.
  • Loomis, Sayles & Company's Beacon Financial Corp position peaked at $7K in Q4 2016.
  • 170 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2017.

Based on Loomis, Sayles & Company's 13F filing for Q1 2017, filed 12 May 2017.