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BB&T Investment Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

BB&T Investment Services’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$196K Buy
4,079
+2,685
+193% +$129K 0.03% 286
2017
Q3 		$67K Buy
1,394
+1,168
+517% +$56.4K 0.01% 462
2017
Q2 		$11K Buy
+226
New +$10.8K ﹤0.01% 765

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BB&T Investment Services increased its VanEck Intermediate Muni ETF (ITM) stake by 193% in Q4 2017, buying an estimated $129K and bringing the position to 4,079 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #286.

BB&T Investment Services first reported a position in ITM in Q2 2017 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2017.

  • BB&T Investment Services held 4,079 shares of VanEck Intermediate Muni ETF worth $196K as of Q4 2017.
  • BB&T Investment Services bought 2,685 VanEck Intermediate Muni ETF shares in Q4 2017, an estimated $129K.
  • VanEck Intermediate Muni ETF made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #286 holding.
  • BB&T Investment Services first reported a position in VanEck Intermediate Muni ETF in Q2 2017 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2017.

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