SignalPoint Asset Management’s BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C BBT.PRE.CL Stock Holding History

SignalPoint Asset Management’s Portfolio BBT.PRE.CL Stock Details BBT.PRE.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,500	Closed	-$226K	–	230
2016 Q4	$226K	Buy	9,500 +600	+7%	+$14.8K	0.06%	235
2016 Q3	$229K	Hold	8,900	–	–	0.06%	216
2016 Q2	$235K	Hold	8,900	–	–	0.1%	207
2016 Q1	$228K	Hold	8,900	–	–	0.1%	202
2015 Q4	$232K	Hold	8,900	–	–	0.1%	169
2015 Q3	$221K	Hold	8,900	–	–	0.1%	167
2015 Q2	$225K	Hold	8,900	–	–	0.09%	174
2015 Q1	$225K	Buy	+8,900	New	+$223K	0.09%	174

Other funds holding BBT.PRE.CL

Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

PSC

Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return

SignalPoint Asset Management's BBT.PRE.CL Position: Q1 2017 in Review

SignalPoint Asset Management sold out of BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C (BBT.PRE.CL) in Q1 2017, closing a stake of 9,500 shares — an estimated $226K sold.

SignalPoint Asset Management first reported a position in BBT.PRE.CL in Q1 2015 and held it in 8 quarters. The position peaked at $235K in Q2 2016. 9 funds tracked by Wall St. Rank hold BBT.PRE.CL as of Q1 2017.

SignalPoint Asset Management reported no remaining BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position as of Q1 2017 after selling out during the quarter.
SignalPoint Asset Management sold 9,500 BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C shares in Q1 2017, an estimated $226K.
SignalPoint Asset Management first reported a position in BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C in Q1 2015 and held it in 8 quarters.
SignalPoint Asset Management's BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C position peaked at $235K in Q2 2016.
9 funds tracked by Wall St. Rank held BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C as of Q1 2017.

Based on SignalPoint Asset Management's 13F filing for Q1 2017, filed 2 May 2017.