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BB&T Investment Services’s ALPS Dynamic Core Income ETF RFCI Stock Holding History

BB&T Investment Services’s Portfolio RFCI Stock Details RFCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.82M Buy
73,797
+19,136
+35% +$474K 0.31% 79
2017
Q3 		$1.35M Buy
54,661
+10,257
+23% +$255K 0.27% 85
2017
Q2 		$1.09M Buy
44,404
+21,628
+95% +$534K 0.27% 80
2017
Q1 		$559K Buy
22,776
+20,858
+1,087% +$512K 0.22% 101
2016
Q4 		$47K Buy
+1,918
New +$47.4K 0.03% 309

Other funds holding RFCI

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

BB&T Investment Services increased its ALPS Dynamic Core Income ETF (RFCI) stake by 35% in Q4 2017, buying an estimated $474K and bringing the position to 73,797 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #79.

BB&T Investment Services first reported a position in RFCI in Q4 2016 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold RFCI as of Q4 2017.

  • BB&T Investment Services held 73,797 shares of ALPS Dynamic Core Income ETF worth $1.82M as of Q4 2017.
  • BB&T Investment Services bought 19,136 ALPS Dynamic Core Income ETF shares in Q4 2017, an estimated $474K.
  • ALPS Dynamic Core Income ETF made up 0.31% of BB&T Investment Services's portfolio in Q4 2017, its #79 holding.
  • BB&T Investment Services first reported a position in ALPS Dynamic Core Income ETF in Q4 2016 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held ALPS Dynamic Core Income ETF as of Q4 2017.

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