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BB&T Investment Services’s iShares Select Dividend ETF DVY Stock Holding History

BB&T Investment Services’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$425K Sell
4,297
-163
-4% -$15.7K 0.07% 219
2017
Q3 		$417K Sell
4,460
-77
-2% -$7.12K 0.08% 200
2017
Q2 		$420K Sell
4,537
-1,227
-21% -$113K 0.11% 174
2017
Q1 		$523K Buy
5,764
+71
+1% +$6.43K 0.2% 108
2016
Q4 		$504K Buy
+5,693
New +$490K 0.37% 71

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BB&T Investment Services reduced its iShares Select Dividend ETF (DVY) stake by 3.7% in Q4 2017, selling an estimated $15.7K and leaving 4,297 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #219.

BB&T Investment Services first reported a position in DVY in Q4 2016 and has held it in 5 quarters since. The position peaked at $523K in Q1 2017. 823 funds tracked by Wall St. Rank hold DVY as of Q4 2017.

  • BB&T Investment Services held 4,297 shares of iShares Select Dividend ETF worth $425K as of Q4 2017.
  • BB&T Investment Services sold 163 iShares Select Dividend ETF shares in Q4 2017, an estimated $15.7K.
  • iShares Select Dividend ETF made up 0.07% of BB&T Investment Services's portfolio in Q4 2017, its #219 holding.
  • BB&T Investment Services first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares Select Dividend ETF position peaked at $523K in Q1 2017.
  • 823 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2017.

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