RFCA
BBT

R&F Capital Advisors’s Beacon Financial Corp BBT Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$244K Buy
6,758
+685
+11% +$24.2K 0.06% 479
2016
Q4 		$224K Buy
+6,073
New +$195K 0.08% 388

Other funds holding BBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

R&F Capital Advisors's BBT Position: Q1 2017 in Review

R&F Capital Advisors increased its Beacon Financial Corp (BBT) stake by 11% in Q1 2017, buying an estimated $24.2K and bringing the position to 6,758 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #479.

R&F Capital Advisors first reported a position in BBT in Q4 2016 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold BBT as of Q1 2017.

  • R&F Capital Advisors held 6,758 shares of Beacon Financial Corp worth $244K as of Q1 2017.
  • R&F Capital Advisors bought 685 Beacon Financial Corp shares in Q1 2017, an estimated $24.2K.
  • Beacon Financial Corp made up 0.06% of R&F Capital Advisors's portfolio in Q1 2017, its #479 holding.
  • R&F Capital Advisors first reported a position in Beacon Financial Corp in Q4 2016 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.