BTIS
FPF

BB&T Investment Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

BB&T Investment Services’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12
Closed – – 1434
2017
Q3 		$0 Hold
12
– – ﹤0.01% 1277
2017
Q2 		$0 Hold
12
– – ﹤0.01% 1159
2017
Q1 		$0 Buy
+12
New +$278 ﹤0.01% 1077

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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 FPF Position: Q4 2017 in Review

BB&T Investment Services sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2017, closing a stake of 12 shares.

BB&T Investment Services first reported a position in FPF in Q1 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2017. 86 funds tracked by Wall St. Rank hold FPF as of Q4 2017.

  • BB&T Investment Services reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2017 after selling out during the quarter.
  • BB&T Investment Services sold 12 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2017.
  • BB&T Investment Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2017 and held it in 3 quarters.
  • BB&T Investment Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $0 in Q3 2017.
  • 86 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2017.

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