BB&T Investment Services’s Invesco Senior Loan ETF BKLN Stock Holding History

BB&T Investment Services’s Portfolio BKLN Stock Details BKLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$1.69M	Buy	74,042 +2,534	+4%	+$58.5K	0.28%	83
2017 Q3	$1.66M	Buy	71,508 +6,067	+9%	+$140K	0.33%	69
2017 Q2	$1.52M	Buy	65,441 +10,597	+19%	+$246K	0.38%	57
2017 Q1	$1.29M	Buy	54,844 +41,271	+304%	+$962K	0.5%	37
2016 Q4	$314K	Buy	+13,573	New	+$315K	0.23%	104

Other funds holding BKLN

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

BB&T Investment Services increased its Invesco Senior Loan ETF (BKLN) stake by 3.5% in Q4 2017, buying an estimated $58.5K and bringing the position to 74,042 shares worth $1.69M. The position accounts for 0.28% of the portfolio, ranked #83.

BB&T Investment Services first reported a position in BKLN in Q4 2016 and has held it in 5 quarters since. 398 funds tracked by Wall St. Rank hold BKLN as of Q4 2017.

BB&T Investment Services held 74,042 shares of Invesco Senior Loan ETF worth $1.69M as of Q4 2017.
BB&T Investment Services bought 2,534 Invesco Senior Loan ETF shares in Q4 2017, an estimated $58.5K.
Invesco Senior Loan ETF made up 0.28% of BB&T Investment Services's portfolio in Q4 2017, its #83 holding.
BB&T Investment Services first reported a position in Invesco Senior Loan ETF in Q4 2016 and has held it in 5 quarters since.
398 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2017.

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