WEC
BBT

Winslow Evans & Crocker’s Beacon Financial Corp BBT Stock Holding History

Winslow Evans & Crocker’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
Q4 		– Sell
-140
Closed -$3.29K – 1306
2014
Q3 		$3.29K Buy
+140
New +$3.36K ﹤0.01% 1184

Other funds holding BBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's BBT Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Beacon Financial Corp (BBT) in Q4 2014, closing a stake of 140 shares — an estimated $3.29K sold.

Winslow Evans & Crocker first reported a position in BBT in Q3 2014 and held it in 1 quarter. The position peaked at $3.29K in Q3 2014. 128 funds tracked by Wall St. Rank hold BBT as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining Beacon Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 140 Beacon Financial Corp shares in Q4 2014, an estimated $3.29K.
  • Winslow Evans & Crocker first reported a position in Beacon Financial Corp in Q3 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's Beacon Financial Corp position peaked at $3.29K in Q3 2014.
  • 128 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.