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BB&T Investment Services’s iShares Agency Bond ETF AGZ Stock Holding History

BB&T Investment Services’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$9K Sell
78
-7
-8% -$793 ﹤0.01% 968
2017
Q3 		$10K Buy
+85
New +$9.68K ﹤0.01% 833

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BB&T Investment Services's AGZ Position: Q4 2017 in Review

BB&T Investment Services reduced its iShares Agency Bond ETF (AGZ) stake by 8.2% in Q4 2017, selling an estimated $793 and leaving 78 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

BB&T Investment Services first reported a position in AGZ in Q3 2017 and has held it in 2 quarters since. The position peaked at $10K in Q3 2017. 99 funds tracked by Wall St. Rank hold AGZ as of Q4 2017.

  • BB&T Investment Services held 78 shares of iShares Agency Bond ETF worth $9K as of Q4 2017.
  • BB&T Investment Services sold 7 iShares Agency Bond ETF shares in Q4 2017, an estimated $793.
  • iShares Agency Bond ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #968 holding.
  • BB&T Investment Services first reported a position in iShares Agency Bond ETF in Q3 2017 and has held it in 2 quarters since.
  • BB&T Investment Services's iShares Agency Bond ETF position peaked at $10K in Q3 2017.
  • 99 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.