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BB&T Investment Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

BB&T Investment Services’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$334K Sell
3,504
-3,003
-46% -$282K 0.06% 241
2017
Q3 		$610K Buy
6,507
+1,305
+25% +$122K 0.12% 157
2017
Q2 		$485K Buy
+5,202
New +$478K 0.12% 155

Other funds holding BLV

Envestnet Asset Management
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

BB&T Investment Services reduced its Vanguard Long-Term Bond ETF (BLV) stake by 46% in Q4 2017, selling an estimated $282K and leaving 3,504 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #241.

BB&T Investment Services first reported a position in BLV in Q2 2017 and has held it in 3 quarters since. The position peaked at $610K in Q3 2017. 146 funds tracked by Wall St. Rank hold BLV as of Q4 2017.

  • BB&T Investment Services held 3,504 shares of Vanguard Long-Term Bond ETF worth $334K as of Q4 2017.
  • BB&T Investment Services sold 3,003 Vanguard Long-Term Bond ETF shares in Q4 2017, an estimated $282K.
  • Vanguard Long-Term Bond ETF made up 0.06% of BB&T Investment Services's portfolio in Q4 2017, its #241 holding.
  • BB&T Investment Services first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and has held it in 3 quarters since.
  • BB&T Investment Services's Vanguard Long-Term Bond ETF position peaked at $610K in Q3 2017.
  • 146 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2017.

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