VFA
BBT

Virtus Fund Advisers’s Beacon Financial Corp BBT Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-2,143
Closed -$50K – 1246
2014
Q2 		$50K Buy
+2,143
New +$50.5K ﹤0.01% 1854

Other funds holding BBT

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Virtus Fund Advisers's BBT Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Beacon Financial Corp (BBT) in Q3 2014, closing a stake of 2,143 shares — an estimated $50K sold.

Virtus Fund Advisers first reported a position in BBT in Q2 2014 and held it in 1 quarter. The position peaked at $50K in Q2 2014. 122 funds tracked by Wall St. Rank hold BBT as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Beacon Financial Corp position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 2,143 Beacon Financial Corp shares in Q3 2014, an estimated $50K.
  • Virtus Fund Advisers first reported a position in Beacon Financial Corp in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Beacon Financial Corp position peaked at $50K in Q2 2014.
  • 122 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.