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BB&T Investment Services’s iShares US Insurance ETF IAK Stock Holding History

BB&T Investment Services’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$6K Hold
95
– – ﹤0.01% 1055
2017
Q3 		$6K Hold
95
– – ﹤0.01% 917
2017
Q2 		$6K Sell
95
-418
-81% -$25.5K ﹤0.01% 872
2017
Q1 		$31K Hold
513
– – 0.01% 473
2016
Q4 		$31K Buy
+513
New +$28.8K 0.02% 362

Other funds holding IAK

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BB&T Investment Services held its iShares US Insurance ETF (IAK) position steady in Q4 2017 at 95 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

BB&T Investment Services first reported a position in IAK in Q4 2016 and has held it in 5 quarters since. The position peaked at $31K in Q1 2017. 51 funds tracked by Wall St. Rank hold IAK as of Q4 2017.

  • BB&T Investment Services held 95 shares of iShares US Insurance ETF worth $6K as of Q4 2017.
  • BB&T Investment Services left its iShares US Insurance ETF share count unchanged in Q4 2017.
  • iShares US Insurance ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1055 holding.
  • BB&T Investment Services first reported a position in iShares US Insurance ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares US Insurance ETF position peaked at $31K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2017.

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