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

BB&T Investment Services’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$413K Buy
7,469
+1,258
+20% +$69.1K 0.07% 221
2017
Q3 		$339K Buy
6,211
+2,459
+66% +$131K 0.07% 221
2017
Q2 		$195K Buy
3,752
+1,855
+98% +$95.9K 0.05% 255
2017
Q1 		$96K Buy
1,897
+608
+47% +$29.9K 0.04% 273
2016
Q4 		$61K Buy
+1,289
New +$59.9K 0.04% 266

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

BB&T Investment Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 20% in Q4 2017, buying an estimated $69.1K and bringing the position to 7,469 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #221.

BB&T Investment Services first reported a position in EFV in Q4 2016 and has held it in 5 quarters since. 306 funds tracked by Wall St. Rank hold EFV as of Q4 2017.

  • BB&T Investment Services held 7,469 shares of iShares MSCI EAFE Value ETF worth $413K as of Q4 2017.
  • BB&T Investment Services bought 1,258 iShares MSCI EAFE Value ETF shares in Q4 2017, an estimated $69.1K.
  • iShares MSCI EAFE Value ETF made up 0.07% of BB&T Investment Services's portfolio in Q4 2017, its #221 holding.
  • BB&T Investment Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and has held it in 5 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2017.

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