PCG
BBT

Private Capital Group’s Beacon Financial Corp BBT Stock Holding History

Private Capital 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
Q3 		– Sell
-389
Closed -$16K – 2260
2019
Q2 		$16K Buy
389
+339
+678% +$10.1K ﹤0.01% 1172
2019
Q1 		$1K Hold
50
– – ﹤0.01% 2000
2018
Q4 		$1K Sell
50
-339
-87% -$11.4K ﹤0.01% 2000
2018
Q3 		$15K Hold
389
– – ﹤0.01% 1266
2018
Q2 		$15K Hold
389
– – ﹤0.01% 1228
2018
Q1 		$15K Hold
389
– – ﹤0.01% 1184
2017
Q4 		$14 Buy
+389
New +$14.8K ﹤0.01% 1218

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Private Capital Group's BBT Position: Q3 2019 in Review

Private Capital Group sold out of Beacon Financial Corp (BBT) in Q3 2019, closing a stake of 389 shares — an estimated $16K sold.

Private Capital Group first reported a position in BBT in Q4 2017 and held it in 7 quarters. The position peaked at $16K in Q2 2019. 170 funds tracked by Wall St. Rank hold BBT as of Q3 2019.

  • Private Capital Group reported no remaining Beacon Financial Corp position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 389 Beacon Financial Corp shares in Q3 2019, an estimated $16K.
  • Private Capital Group first reported a position in Beacon Financial Corp in Q4 2017 and held it in 7 quarters.
  • Private Capital Group's Beacon Financial Corp position peaked at $16K in Q2 2019.
  • 170 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.