MML Investors Services
BBT

MML Investors Services’s Beacon Financial Corp BBT Stock Holding History

MML Investors Services’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
Q1 		– Sell
-6,731
Closed -$221K – 1403
2019
Q4 		$221K Sell
6,731
-184
-3% -$5.77K ﹤0.01% 1387
2019
Q3 		$203K Sell
6,915
-345
-5% -$10.5K ﹤0.01% 1392
2019
Q2 		$228K Buy
+7,260
New +$217K ﹤0.01% 1453
2018
Q4 		– Sell
-8,431
Closed -$343K – 1502
2018
Q3 		$343K Buy
8,431
+1,222
+17% +$50.8K 0.01% 1207
2018
Q2 		$293K Sell
7,209
-426
-6% -$16.9K 0.01% 1098
2018
Q1 		$290K Sell
7,635
-43
-0.6% -$1.63K 0.01% 1094
2017
Q4 		$281K Buy
+7,678
New +$292K 0.01% 1118

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MML Investors Services's BBT Position: Q1 2020 in Review

MML Investors Services sold out of Beacon Financial Corp (BBT) in Q1 2020, closing a stake of 6,731 shares — an estimated $221K sold.

MML Investors Services first reported a position in BBT in Q4 2017 and held it in 7 quarters. The position peaked at $343K in Q3 2018. 168 funds tracked by Wall St. Rank hold BBT as of Q1 2020.

  • MML Investors Services reported no remaining Beacon Financial Corp position as of Q1 2020 after selling out during the quarter.
  • MML Investors Services sold 6,731 Beacon Financial Corp shares in Q1 2020, an estimated $221K.
  • MML Investors Services first reported a position in Beacon Financial Corp in Q4 2017 and held it in 7 quarters.
  • MML Investors Services's Beacon Financial Corp position peaked at $343K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2020.

Based on MML Investors Services's 13F filing for Q1 2020, filed 14 May 2020.