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BB&T Investment Services’s iShares US Financials ETF IYF Stock Holding History

BB&T Investment Services’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.77M Buy
29,668
+456
+2% +$26.5K 0.3% 80
2017
Q3 		$1.64M Sell
29,212
-320
-1% -$17.4K 0.33% 72
2017
Q2 		$1.59M Buy
29,532
+4,284
+17% +$224K 0.4% 54
2017
Q1 		$1.31M Buy
25,248
+3,974
+19% +$207K 0.51% 36
2016
Q4 		$1.08M Buy
+21,274
New +$1.02M 0.79% 28

Other funds holding IYF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BB&T Investment Services increased its iShares US Financials ETF (IYF) stake by 1.6% in Q4 2017, buying an estimated $26.5K and bringing the position to 29,668 shares worth $1.77M. The position accounts for 0.3% of the portfolio, ranked #80.

BB&T Investment Services first reported a position in IYF in Q4 2016 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold IYF as of Q4 2017.

  • BB&T Investment Services held 29,668 shares of iShares US Financials ETF worth $1.77M as of Q4 2017.
  • BB&T Investment Services bought 456 iShares US Financials ETF shares in Q4 2017, an estimated $26.5K.
  • iShares US Financials ETF made up 0.3% of BB&T Investment Services's portfolio in Q4 2017, its #80 holding.
  • BB&T Investment Services first reported a position in iShares US Financials ETF in Q4 2016 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2017.

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