BTIS
FLOT icon

BB&T Investment Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

BB&T Investment Services’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$2.38M Buy
46,939
+16,990
+57% +$865K 0.4% 59
2017
Q3 		$1.52M Buy
29,949
+17,872
+148% +$909K 0.3% 76
2017
Q2 		$608K Buy
12,077
+5,410
+81% +$275K 0.15% 133
2017
Q1 		$339K Buy
6,667
+6,509
+4,120% +$331K 0.13% 152
2016
Q4 		$8K Buy
+158
New +$8.02K 0.01% 542

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BB&T Investment Services increased its iShares Floating Rate Bond ETF (FLOT) stake by 57% in Q4 2017, buying an estimated $865K and bringing the position to 46,939 shares worth $2.38M. The position accounts for 0.4% of the portfolio, ranked #59.

BB&T Investment Services first reported a position in FLOT in Q4 2016 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold FLOT as of Q4 2017.

  • BB&T Investment Services held 46,939 shares of iShares Floating Rate Bond ETF worth $2.38M as of Q4 2017.
  • BB&T Investment Services bought 16,990 iShares Floating Rate Bond ETF shares in Q4 2017, an estimated $865K.
  • iShares Floating Rate Bond ETF made up 0.4% of BB&T Investment Services's portfolio in Q4 2017, its #59 holding.
  • BB&T Investment Services first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2017.

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