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BB&T Investment Services’s iShares US Financial Services ETF IYG Stock Holding History

BB&T Investment Services’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$6.69M Buy
153,831
+46,560
+43% +$1.94M 1.12% 12
2017
Q3 		$4.29M Buy
107,271
+75,522
+238% +$2.89M 0.86% 18
2017
Q2 		$1.2M Buy
31,749
+27,060
+577% +$984K 0.3% 74
2017
Q1 		$171K Buy
4,689
+4,347
+1,271% +$160K 0.07% 206
2016
Q4 		$13K Buy
+342
New +$11.2K 0.01% 489

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

BB&T Investment Services increased its iShares US Financial Services ETF (IYG) stake by 43% in Q4 2017, buying an estimated $1.94M and bringing the position to 153,831 shares worth $6.69M. The position accounts for 1.12% of the portfolio, ranked #12.

BB&T Investment Services first reported a position in IYG in Q4 2016 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold IYG as of Q4 2017.

  • BB&T Investment Services held 153,831 shares of iShares US Financial Services ETF worth $6.69M as of Q4 2017.
  • BB&T Investment Services bought 46,560 iShares US Financial Services ETF shares in Q4 2017, an estimated $1.94M.
  • iShares US Financial Services ETF made up 1.12% of BB&T Investment Services's portfolio in Q4 2017, its #12 holding.
  • BB&T Investment Services first reported a position in iShares US Financial Services ETF in Q4 2016 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2017.

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