BTIS
FDS icon

BB&T Investment Services’s Factset FDS Stock Holding History

BB&T Investment Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.38M Buy
7,069
+1,031
+17% +$198K 0.23% 109
2017
Q3 		$1.1M Buy
6,038
+1,890
+46% +$309K 0.22% 96
2017
Q2 		$689K Buy
4,148
+3,123
+305% +$511K 0.17% 115
2017
Q1 		$170K Buy
1,025
+935
+1,039% +$163K 0.07% 208
2016
Q4 		$14K Buy
+90
New +$14.4K 0.01% 474

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BB&T Investment Services increased its Factset (FDS) stake by 17% in Q4 2017, buying an estimated $198K and bringing the position to 7,069 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #109.

BB&T Investment Services first reported a position in FDS in Q4 2016 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold FDS as of Q4 2017.

  • BB&T Investment Services held 7,069 shares of Factset worth $1.38M as of Q4 2017.
  • BB&T Investment Services bought 1,031 Factset shares in Q4 2017, an estimated $198K.
  • Factset made up 0.23% of BB&T Investment Services's portfolio in Q4 2017, its #109 holding.
  • BB&T Investment Services first reported a position in Factset in Q4 2016 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held Factset as of Q4 2017.

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