MYCIO Wealth Partners’s BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C BBT.PRE.CL Stock Holding History

MYCIO Wealth Partners’s Portfolio BBT.PRE.CL Stock Details BBT.PRE.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-158	Closed	-$4K	–	1117
2016 Q2	$4K	Buy	158 +72	+84%	+$1.86K	﹤0.01%	744
2016 Q1	$2K	Buy	+86	New	+$2.2K	﹤0.01%	740
2015 Q4	–	Sell	-956	Closed	-$24K	–	902
2015 Q3	$24K	Buy	+956	New	+$23.6K	﹤0.01%	415

Other funds holding BBT.PRE.CL

Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

MYCIO Wealth Partners's BBT.PRE.CL Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C (BBT.PRE.CL) in Q3 2016, closing a stake of 158 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in BBT.PRE.CL in Q3 2015 and held it in 3 quarters. The position peaked at $24K in Q3 2015. 13 funds tracked by Wall St. Rank hold BBT.PRE.CL as of Q3 2016.

MYCIO Wealth Partners reported no remaining BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position as of Q3 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 158 BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C shares in Q3 2016, an estimated $4K.
MYCIO Wealth Partners first reported a position in BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C in Q3 2015 and held it in 3 quarters.
MYCIO Wealth Partners's BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position peaked at $24K in Q3 2015.
13 funds tracked by Wall St. Rank held BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.