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BB&T Investment Services’s iShares MBS ETF MBB Stock Holding History

BB&T Investment Services’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$4.14M Buy
38,884
+7,069
+22% +$754K 0.7% 26
2017
Q3 		$3.4M Buy
31,815
+5,128
+19% +$549K 0.68% 28
2017
Q2 		$2.84M Buy
26,687
+9,131
+52% +$977K 0.71% 21
2017
Q1 		$1.87M Buy
17,556
+6,043
+52% +$642K 0.73% 19
2016
Q4 		$1.22M Buy
+11,513
New +$1.24M 0.9% 21

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

BB&T Investment Services increased its iShares MBS ETF (MBB) stake by 22% in Q4 2017, buying an estimated $754K and bringing the position to 38,884 shares worth $4.14M. The position accounts for 0.7% of the portfolio, ranked #26.

BB&T Investment Services first reported a position in MBB in Q4 2016 and has held it in 5 quarters since. 332 funds tracked by Wall St. Rank hold MBB as of Q4 2017.

  • BB&T Investment Services held 38,884 shares of iShares MBS ETF worth $4.14M as of Q4 2017.
  • BB&T Investment Services bought 7,069 iShares MBS ETF shares in Q4 2017, an estimated $754K.
  • iShares MBS ETF made up 0.7% of BB&T Investment Services's portfolio in Q4 2017, its #26 holding.
  • BB&T Investment Services first reported a position in iShares MBS ETF in Q4 2016 and has held it in 5 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2017.

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