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BB&T Investment Services’s iShares S&P 500 Value ETF IVE Stock Holding History

BB&T Investment Services’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$5.55M Buy
48,635
+47,735
+5,304% +$5.29M 0.93% 13
2017
Q3 		$97K Hold
900
– – 0.02% 375
2017
Q2 		$94K Sell
900
-7,175
-89% -$747K 0.02% 334
2017
Q1 		$842K Buy
8,075
+2,052
+34% +$213K 0.33% 63
2016
Q4 		$614K Buy
+6,023
New +$588K 0.45% 57

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BB&T Investment Services increased its iShares S&P 500 Value ETF (IVE) stake by 5,304% in Q4 2017, buying an estimated $5.29M and bringing the position to 48,635 shares worth $5.55M. The position accounts for 0.93% of the portfolio, ranked #13.

BB&T Investment Services first reported a position in IVE in Q4 2016 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold IVE as of Q4 2017.

  • BB&T Investment Services held 48,635 shares of iShares S&P 500 Value ETF worth $5.55M as of Q4 2017.
  • BB&T Investment Services bought 47,735 iShares S&P 500 Value ETF shares in Q4 2017, an estimated $5.29M.
  • iShares S&P 500 Value ETF made up 0.93% of BB&T Investment Services's portfolio in Q4 2017, its #13 holding.
  • BB&T Investment Services first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2017.

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