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BB&T Investment Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

BB&T Investment Services’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$144K Hold
1,800
– – 0.02% 339
2017
Q3 		$137K Hold
1,800
– – 0.03% 319
2017
Q2 		$134K Sell
1,800
-10,054
-85% -$743K 0.03% 292
2017
Q1 		$880K Buy
11,854
+2,898
+32% +$215K 0.34% 58
2016
Q4 		$655K Buy
+8,956
New +$619K 0.48% 54

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

BB&T Investment Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q4 2017 at 1,800 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #339.

BB&T Investment Services first reported a position in IJJ in Q4 2016 and has held it in 5 quarters since. The position peaked at $880K in Q1 2017. 421 funds tracked by Wall St. Rank hold IJJ as of Q4 2017.

  • BB&T Investment Services held 1,800 shares of iShares S&P Mid-Cap 400 Value ETF worth $144K as of Q4 2017.
  • BB&T Investment Services left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2017.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #339 holding.
  • BB&T Investment Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $880K in Q1 2017.
  • 421 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2017.

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