United Services Automobile Association’s Beacon Financial Corp BBT Stock Holding History

United Services Automobile Association’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	-6,532	Closed	-$205K	–	581
2019 Q2	$205K	Buy	+6,532	New	+$195K	﹤0.01%	2041
2019 Q1	–	Sell	-80,916	Closed	-$2.18M	–	2261
2018 Q4	$2.18M	Buy	80,916 +6,551	+9%	+$220K	0.01%	1028
2018 Q3	$3.03M	Sell	74,365 -46,600	-39%	-$1.94M	0.01%	995
2018 Q2	$4.91M	Buy	120,965 +45,719	+61%	+$1.81M	0.01%	830
2018 Q1	$2.86M	Buy	75,246 +12,542	+20%	+$477K	0.01%	1024
2017 Q4	$2.29M	Buy	62,704 +7,704	+14%	+$293K	0.01%	1037
2017 Q3	$2.13M	Buy	55,000 +3,100	+6%	+$109K	0.01%	1045
2017 Q2	$1.82M	Buy	+51,900	New	+$1.87M	0.01%	1056

Other funds holding BBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

United Services Automobile Association's BBT Position: Q3 2019 in Review

United Services Automobile Association sold out of Beacon Financial Corp (BBT) in Q3 2019, closing a stake of 6,532 shares — an estimated $205K sold.

United Services Automobile Association first reported a position in BBT in Q2 2017 and held it in 8 quarters. The position peaked at $4.91M in Q2 2018. 170 funds tracked by Wall St. Rank hold BBT as of Q3 2019.

United Services Automobile Association reported no remaining Beacon Financial Corp position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 6,532 Beacon Financial Corp shares in Q3 2019, an estimated $205K.
United Services Automobile Association first reported a position in Beacon Financial Corp in Q2 2017 and held it in 8 quarters.
United Services Automobile Association's Beacon Financial Corp position peaked at $4.91M in Q2 2018.
170 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.