BB&T Investment Services’s iShares Dow Jones US ETF IYY Stock Holding History

BB&T Investment Services’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$8K	Hold	114	–	–	﹤0.01%	1007
2017 Q3	$7K	Hold	114	–	–	﹤0.01%	903
2017 Q2	$7K	Hold	114	–	–	﹤0.01%	845
2017 Q1	$7K	Hold	114	–	–	﹤0.01%	770
2016 Q4	$6K	Buy	+114	New	+$6.24K	﹤0.01%	576

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

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

BB&T Investment Services held its iShares Dow Jones US ETF (IYY) position steady in Q4 2017 at 114 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

BB&T Investment Services first reported a position in IYY in Q4 2016 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold IYY as of Q4 2017.

BB&T Investment Services held 114 shares of iShares Dow Jones US ETF worth $8K as of Q4 2017.
BB&T Investment Services left its iShares Dow Jones US ETF share count unchanged in Q4 2017.
iShares Dow Jones US ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1007 holding.
BB&T Investment Services first reported a position in iShares Dow Jones US ETF in Q4 2016 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2017.

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