YWP
BBT

YorkBridge Wealth Partners’s Beacon Financial Corp BBT Stock Holding History

YorkBridge Wealth Partners’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
2018
Q4 		– Sell
-687
Closed -$27K – 739
2018
Q3 		$27K Buy
687
+1
+0.1% +$42 0.01% 446
2018
Q2 		$28K Buy
686
+24
+4% +$949 0.01% 447
2018
Q1 		$25K Buy
662
+94
+17% +$3.57K 0.01% 467
2017
Q4 		$21K Buy
+568
New +$21.6K 0.01% 499

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

YorkBridge Wealth Partners's BBT Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Beacon Financial Corp (BBT) in Q4 2018, closing a stake of 687 shares — an estimated $27K sold.

YorkBridge Wealth Partners first reported a position in BBT in Q4 2017 and held it in 4 quarters. The position peaked at $28K in Q2 2018. 186 funds tracked by Wall St. Rank hold BBT as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining Beacon Financial Corp position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 687 Beacon Financial Corp shares in Q4 2018, an estimated $27K.
  • YorkBridge Wealth Partners first reported a position in Beacon Financial Corp in Q4 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Beacon Financial Corp position peaked at $28K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.