BB&T Investment Services’s First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest FIV Stock Holding History

BB&T Investment Services’s Portfolio FIV Stock Details FIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,000	Closed	-$48K	–	1500
2017 Q3	$48K	Buy	+5,000	New	+$49.2K	0.01%	532

Other funds holding FIV

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

BB&T Investment Services sold out of First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest (FIV) in Q4 2017, closing a stake of 5,000 shares — an estimated $48K sold.

BB&T Investment Services first reported a position in FIV in Q3 2017 and held it in 1 quarter. The position peaked at $48K in Q3 2017. 35 funds tracked by Wall St. Rank hold FIV as of Q4 2017.

BB&T Investment Services reported no remaining First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position as of Q4 2017 after selling out during the quarter.
BB&T Investment Services sold 5,000 First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest shares in Q4 2017, an estimated $48K.
BB&T Investment Services first reported a position in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in Q3 2017 and held it in 1 quarter.
BB&T Investment Services's First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position peaked at $48K in Q3 2017.
35 funds tracked by Wall St. Rank held First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest as of Q4 2017.

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