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BB&T Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

BB&T Investment Services’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$60K Sell
855
-135
-14% -$9.39K 0.01% 531
2017
Q3 		$67K Buy
990
+495
+100% +$33.1K 0.01% 461
2017
Q2 		$26K Sell
495
-18,810
-97% -$1.22M 0.01% 602
2017
Q1 		$1.21M Buy
19,305
+5,472
+40% +$331K 0.47% 39
2016
Q4 		$798K Buy
+13,833
New +$798K 0.59% 43

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BB&T Investment Services reduced its iShares MSCI EAFE ETF (EFA) stake by 14% in Q4 2017, selling an estimated $9.39K and leaving 855 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #531.

BB&T Investment Services first reported a position in EFA in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2017. 1,292 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

  • BB&T Investment Services held 855 shares of iShares MSCI EAFE ETF worth $60K as of Q4 2017.
  • BB&T Investment Services sold 135 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $9.39K.
  • iShares MSCI EAFE ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #531 holding.
  • BB&T Investment Services first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares MSCI EAFE ETF position peaked at $1.21M in Q1 2017.
  • 1,292 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

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