Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Beacon Financial Corp BBT Stock Holding History

Mount Yale 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
2018
Q4 		– Sell
-3,055
Closed -$104K – 364
2018
Q3 		$104K Buy
3,055
+21
+0.7% +$873 0.02% 428
2018
Q2 		$123K Hold
3,034
– – 0.02% 396
2018
Q1 		$115K Buy
+3,034
New +$115K 0.02% 411

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State Street
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LSV Asset Management
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Manulife (Manufacturers Life Insurance)
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Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Northern Trust
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Renaissance Technologies
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Mount Yale Investment Advisors's BBT Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Beacon Financial Corp (BBT) in Q4 2018, closing a stake of 3,055 shares — an estimated $104K sold.

Mount Yale Investment Advisors first reported a position in BBT in Q1 2018 and held it in 3 quarters. The position peaked at $123K in Q2 2018. 186 funds tracked by Wall St. Rank hold BBT as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Beacon Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,055 Beacon Financial Corp shares in Q4 2018, an estimated $104K.
  • Mount Yale Investment Advisors first reported a position in Beacon Financial Corp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Beacon Financial Corp position peaked at $123K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.