NFG
BBT

Next Financial Group’s Beacon Financial Corp BBT Stock Holding History

Next Financial Group’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
2019
Q4 		– Sell
-4
Closed – – 2359
2019
Q3 		$0 Hold
4
– – ﹤0.01% 2308
2019
Q2 		$0 Hold
4
– – ﹤0.01% 2302
2019
Q1 		$0 Hold
4
– – ﹤0.01% 1662
2018
Q4 		$0 Buy
+4
New +$134 ﹤0.01% 1959

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Next Financial Group's BBT Position: Q4 2019 in Review

Next Financial Group sold out of Beacon Financial Corp (BBT) in Q4 2019, closing a stake of 4 shares.

Next Financial Group first reported a position in BBT in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2019. 171 funds tracked by Wall St. Rank hold BBT as of Q4 2019.

  • Next Financial Group reported no remaining Beacon Financial Corp position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 4 Beacon Financial Corp shares in Q4 2019.
  • Next Financial Group first reported a position in Beacon Financial Corp in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's Beacon Financial Corp position peaked at $0 in Q3 2019.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.