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BB&T Investment Services’s Invesco IVZ Stock Holding History

BB&T Investment Services’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$113K Buy
3,210
+1,251
+64% +$45.3K 0.02% 378
2017
Q3 		$66K Buy
1,959
+102
+5% +$3.48K 0.01% 465
2017
Q2 		$64K Buy
1,857
+436
+31% +$14.2K 0.02% 414
2017
Q1 		$46K Buy
1,421
+187
+15% +$5.84K 0.02% 388
2016
Q4 		$38K Buy
+1,234
New +$38K 0.03% 340

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BB&T Investment Services increased its Invesco (IVZ) stake by 64% in Q4 2017, buying an estimated $45.3K and bringing the position to 3,210 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #378.

BB&T Investment Services first reported a position in IVZ in Q4 2016 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold IVZ as of Q4 2017.

  • BB&T Investment Services held 3,210 shares of Invesco worth $113K as of Q4 2017.
  • BB&T Investment Services bought 1,251 Invesco shares in Q4 2017, an estimated $45.3K.
  • Invesco made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #378 holding.
  • BB&T Investment Services first reported a position in Invesco in Q4 2016 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held Invesco as of Q4 2017.

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