PIM
BBT

Perkins Investment Management’s Beacon Financial Corp BBT Stock Holding History

Perkins Investment 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
Q3 		– Sell
-57,045
Closed -$1.58M – 272
2013
Q2 		$1.58M Buy
+57,045
New +$1.51M 0.01% 249

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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Perkins Investment Management's BBT Position: Q3 2013 in Review

Perkins Investment Management sold out of Beacon Financial Corp (BBT) in Q3 2013, closing a stake of 57,045 shares — an estimated $1.58M sold.

Perkins Investment Management first reported a position in BBT in Q2 2013 and held it in 1 quarter. The position peaked at $1.58M in Q2 2013. 117 funds tracked by Wall St. Rank hold BBT as of Q3 2013.

  • Perkins Investment Management reported no remaining Beacon Financial Corp position as of Q3 2013 after selling out during the quarter.
  • Perkins Investment Management sold 57,045 Beacon Financial Corp shares in Q3 2013, an estimated $1.58M.
  • Perkins Investment Management first reported a position in Beacon Financial Corp in Q2 2013 and held it in 1 quarter.
  • Perkins Investment Management's Beacon Financial Corp position peaked at $1.58M in Q2 2013.
  • 117 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2013.

Based on Perkins Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.