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BB&T Investment Services’s Invesco Financial Preferred ETF PGF Stock Holding History

BB&T Investment Services’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$16K Buy
704
+642
+1,035% +$12.2K ﹤0.01% 870
2017
Q3 		$2K Buy
+62
New +$1.18K ﹤0.01% 1113
2017
Q2 		– Sell
-9,689
Closed -$181K – 1197
2017
Q1 		$181K Buy
9,689
+7,827
+420% +$144K 0.07% 202
2016
Q4 		$33K Buy
+1,862
New +$34.2K 0.02% 355

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FIAS
FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

BB&T Investment Services increased its Invesco Financial Preferred ETF (PGF) stake by 1,035% in Q4 2017, buying an estimated $12.2K and bringing the position to 704 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

BB&T Investment Services first reported a position in PGF in Q4 2016 and has held it in 4 quarters since. The position peaked at $181K in Q1 2017. 172 funds tracked by Wall St. Rank hold PGF as of Q4 2017.

  • BB&T Investment Services held 704 shares of Invesco Financial Preferred ETF worth $16K as of Q4 2017.
  • BB&T Investment Services bought 642 Invesco Financial Preferred ETF shares in Q4 2017, an estimated $12.2K.
  • Invesco Financial Preferred ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #870 holding.
  • BB&T Investment Services first reported a position in Invesco Financial Preferred ETF in Q4 2016 and has held it in 4 quarters since.
  • BB&T Investment Services's Invesco Financial Preferred ETF position peaked at $181K in Q1 2017.
  • 172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2017.

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