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

BB&T Investment Services’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$336K Buy
4,165
+652
+19% +$51.7K 0.06% 240
2017
Q3 		$271K Buy
3,513
+1,080
+44% +$81.9K 0.05% 242
2017
Q2 		$180K Buy
2,433
+910
+60% +$66.5K 0.05% 263
2017
Q1 		$105K Buy
1,523
+611
+67% +$40.9K 0.04% 260
2016
Q4 		$58K Buy
+912
New +$58.9K 0.04% 274

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BB&T Investment Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q4 2017, buying an estimated $51.7K and bringing the position to 4,165 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #240.

BB&T Investment Services first reported a position in EFG in Q4 2016 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold EFG as of Q4 2017.

  • BB&T Investment Services held 4,165 shares of iShares MSCI EAFE Growth ETF worth $336K as of Q4 2017.
  • BB&T Investment Services bought 652 iShares MSCI EAFE Growth ETF shares in Q4 2017, an estimated $51.7K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of BB&T Investment Services's portfolio in Q4 2017, its #240 holding.
  • BB&T Investment Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2017.

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