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BB&T Investment Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BB&T Investment Services’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$533K Sell
6,736
-1,462
-18% -$116K 0.09% 193
2017
Q3 		$654K Buy
8,198
+2,287
+39% +$183K 0.13% 149
2017
Q2 		$472K Buy
5,911
+4,879
+473% +$390K 0.12% 164
2017
Q1 		$82K Buy
1,032
+146
+16% +$11.6K 0.03% 291
2016
Q4 		$70K Buy
+886
New +$70.9K 0.05% 243

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BB&T Investment Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q4 2017, selling an estimated $116K and leaving 6,736 shares worth $533K. The position accounts for 0.09% of the portfolio, ranked #193.

BB&T Investment Services first reported a position in BSV in Q4 2016 and has held it in 5 quarters since. The position peaked at $654K in Q3 2017. 649 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

  • BB&T Investment Services held 6,736 shares of Vanguard Short-Term Bond ETF worth $533K as of Q4 2017.
  • BB&T Investment Services sold 1,462 Vanguard Short-Term Bond ETF shares in Q4 2017, an estimated $116K.
  • Vanguard Short-Term Bond ETF made up 0.09% of BB&T Investment Services's portfolio in Q4 2017, its #193 holding.
  • BB&T Investment Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Vanguard Short-Term Bond ETF position peaked at $654K in Q3 2017.
  • 649 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

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