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BB&T Investment Services’s Invesco QQQ Trust QQQ Stock Holding History

BB&T Investment Services’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.24M Buy
7,951
+710
+10% +$108K 0.21% 116
2017
Q3 		$1.06M Buy
7,241
+828
+13% +$119K 0.21% 99
2017
Q2 		$885K Buy
6,413
+1,873
+41% +$258K 0.22% 93
2017
Q1 		$600K Buy
4,540
+1,663
+58% +$212K 0.23% 94
2016
Q4 		$342K Buy
+2,877
New +$339K 0.25% 96

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

BB&T Investment Services increased its Invesco QQQ Trust (QQQ) stake by 9.8% in Q4 2017, buying an estimated $108K and bringing the position to 7,951 shares worth $1.24M. The position accounts for 0.21% of the portfolio, ranked #116.

BB&T Investment Services first reported a position in QQQ in Q4 2016 and has held it in 5 quarters since. 1,082 funds tracked by Wall St. Rank hold QQQ as of Q4 2017.

  • BB&T Investment Services held 7,951 shares of Invesco QQQ Trust worth $1.24M as of Q4 2017.
  • BB&T Investment Services bought 710 Invesco QQQ Trust shares in Q4 2017, an estimated $108K.
  • Invesco QQQ Trust made up 0.21% of BB&T Investment Services's portfolio in Q4 2017, its #116 holding.
  • BB&T Investment Services first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 5 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2017.

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