BB&T Investment Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$140K	Buy	2,743 +67	+3%	+$3.45K	0.02%	344
2017 Q3	$140K	Buy	2,676 +474	+22%	+$24K	0.03%	315
2017 Q2	$108K	Buy	2,202 +1,237	+128%	+$60.6K	0.03%	311
2017 Q1	$46K	Buy	965 +809	+519%	+$38.3K	0.02%	385
2016 Q4	$7K	Buy	+156	New	+$7.12K	0.01%	552

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MFM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BB&T Investment Services increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 2.5% in Q4 2017, buying an estimated $3.45K and bringing the position to 2,743 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #344.

BB&T Investment Services first reported a position in CWB in Q4 2016 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CWB as of Q4 2017.

BB&T Investment Services held 2,743 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $140K as of Q4 2017.
BB&T Investment Services bought 67 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2017, an estimated $3.45K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #344 holding.
BB&T Investment Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2016 and has held it in 5 quarters since.
325 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2017.

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