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BB&T Investment Services’s iShares US Regional Banks ETF IAT Stock Holding History

BB&T Investment Services’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$7K Hold
146
– – ﹤0.01% 1031
2017
Q3 		$7K Hold
146
– – ﹤0.01% 902
2017
Q2 		$7K Hold
146
– – ﹤0.01% 844
2017
Q1 		$7K Hold
146
– – ﹤0.01% 768
2016
Q4 		$7K Buy
+146
New +$5.91K 0.01% 557

Other funds holding IAT

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
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
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BB&T Investment Services held its iShares US Regional Banks ETF (IAT) position steady in Q4 2017 at 146 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

BB&T Investment Services first reported a position in IAT in Q4 2016 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold IAT as of Q4 2017.

  • BB&T Investment Services held 146 shares of iShares US Regional Banks ETF worth $7K as of Q4 2017.
  • BB&T Investment Services left its iShares US Regional Banks ETF share count unchanged in Q4 2017.
  • iShares US Regional Banks ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1031 holding.
  • BB&T Investment Services first reported a position in iShares US Regional Banks ETF in Q4 2016 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2017.

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