Torch Wealth Management’s BB&T CORPORATION Depositary Shares each representing 1/1,000th interest in a share of Series F BBT.PRF Stock Holding History

Torch Wealth Management’s Portfolio BBT.PRF Stock Details BBT.PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-47,050	Closed	-$882K	–	316
2013 Q4	$882K	Buy	+47,050	New	+$906K	0.67%	47

Other funds holding BBT.PRF

BWAM

Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

CIA

CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return

VCM

Vision Capital Management Portland, Oregon $792M AUM 18.17% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Torch Wealth Management's BBT.PRF Position: Q1 2014 in Review

Torch Wealth Management sold out of BB&T CORPORATION Depositary Shares each representing 1/1,000th interest in a share of Series F (BBT.PRF) in Q1 2014, closing a stake of 47,050 shares — an estimated $882K sold.

Torch Wealth Management first reported a position in BBT.PRF in Q4 2013 and held it in 1 quarter. The position peaked at $882K in Q4 2013. 5 funds tracked by Wall St. Rank hold BBT.PRF as of Q1 2014.

Torch Wealth Management reported no remaining BB&T CORPORATION Depositary Shares each representing 1/1,000th interest in a share of Series F position as of Q1 2014 after selling out during the quarter.
Torch Wealth Management sold 47,050 BB&T CORPORATION Depositary Shares each representing 1/1,000th interest in a share of Series F shares in Q1 2014, an estimated $882K.
Torch Wealth Management first reported a position in BB&T CORPORATION Depositary Shares each representing 1/1,000th interest in a share of Series F in Q4 2013 and held it in 1 quarter.
Torch Wealth Management's BB&T CORPORATION Depositary Shares each representing 1/1,000th interest in a share of Series F position peaked at $882K in Q4 2013.
5 funds tracked by Wall St. Rank held BB&T CORPORATION Depositary Shares each representing 1/1,000th interest in a share of Series F as of Q1 2014.

Based on Torch Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.