LIA
BBT

LS Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-1,228
Closed -$14K – 876
2020
Q2 		$14K Hold
1,228
– – ﹤0.01% 1473
2020
Q1 		$18K Hold
1,228
– – ﹤0.01% 1389
2019
Q4 		$40K Hold
1,228
– – ﹤0.01% 1366
2019
Q3 		$36K Hold
1,228
– – ﹤0.01% 1380
2019
Q2 		$39K Hold
1,228
– – ﹤0.01% 1369
2019
Q1 		$33K Buy
1,228
+128
+12% +$3.71K ﹤0.01% 1401
2018
Q4 		$30K Hold
1,100
– – ﹤0.01% 1396
2018
Q3 		$45K Hold
1,100
– – ﹤0.01% 1359
2018
Q2 		$45K Buy
+1,100
New +$43.5K ﹤0.01% 1345

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LS Investment Advisors's BBT Position: Q3 2020 in Review

LS Investment Advisors sold out of Beacon Financial Corp (BBT) in Q3 2020, closing a stake of 1,228 shares — an estimated $14K sold.

LS Investment Advisors first reported a position in BBT in Q2 2018 and held it in 9 quarters. The position peaked at $45K in Q3 2018. 163 funds tracked by Wall St. Rank hold BBT as of Q3 2020.

  • LS Investment Advisors reported no remaining Beacon Financial Corp position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 1,228 Beacon Financial Corp shares in Q3 2020, an estimated $14K.
  • LS Investment Advisors first reported a position in Beacon Financial Corp in Q2 2018 and held it in 9 quarters.
  • LS Investment Advisors's Beacon Financial Corp position peaked at $45K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.