PCM
BBT

Palouse Capital Management’s Beacon Financial Corp BBT Stock Holding History

Palouse Capital Management’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
2013
Q4 		– Sell
-16,665
Closed -$418K – 117
2013
Q3 		$418K Sell
16,665
-60
-0.4% -$1.57K 0.17% 80
2013
Q2 		$464K Buy
+16,725
New +$441K 0.2% 70

Other funds holding BBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Palouse Capital Management's BBT Position: Q4 2013 in Review

Palouse Capital Management sold out of Beacon Financial Corp (BBT) in Q4 2013, closing a stake of 16,665 shares — an estimated $418K sold.

Palouse Capital Management first reported a position in BBT in Q2 2013 and held it in 2 quarters. The position peaked at $464K in Q2 2013. 123 funds tracked by Wall St. Rank hold BBT as of Q4 2013.

  • Palouse Capital Management reported no remaining Beacon Financial Corp position as of Q4 2013 after selling out during the quarter.
  • Palouse Capital Management sold 16,665 Beacon Financial Corp shares in Q4 2013, an estimated $418K.
  • Palouse Capital Management first reported a position in Beacon Financial Corp in Q2 2013 and held it in 2 quarters.
  • Palouse Capital Management's Beacon Financial Corp position peaked at $464K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2013.

Based on Palouse Capital Management's 13F filing for Q4 2013, filed 31 Jan 2014.