BTIS
RFUN

BB&T Investment Services’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History

BB&T Investment Services’s Portfolio RFUN Stock Details RFUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$338K Buy
12,940
+2,826
+28% +$74.2K 0.06% 237
2017
Q3 		$273K Buy
10,114
+1,875
+23% +$49.4K 0.05% 241
2017
Q2 		$222K Buy
8,239
+3,842
+87% +$101K 0.06% 241
2017
Q1 		$117K Buy
4,397
+3,684
+517% +$95.9K 0.05% 242
2016
Q4 		$18K Buy
+713
New +$18.3K 0.01% 446

Other funds holding RFUN

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BB&T Investment Services increased its RiverFront Dynamic Unconstrained Income (RFUN) stake by 28% in Q4 2017, buying an estimated $74.2K and bringing the position to 12,940 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #237.

BB&T Investment Services first reported a position in RFUN in Q4 2016 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold RFUN as of Q4 2017.

  • BB&T Investment Services held 12,940 shares of RiverFront Dynamic Unconstrained Income worth $338K as of Q4 2017.
  • BB&T Investment Services bought 2,826 RiverFront Dynamic Unconstrained Income shares in Q4 2017, an estimated $74.2K.
  • RiverFront Dynamic Unconstrained Income made up 0.06% of BB&T Investment Services's portfolio in Q4 2017, its #237 holding.
  • BB&T Investment Services first reported a position in RiverFront Dynamic Unconstrained Income in Q4 2016 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held RiverFront Dynamic Unconstrained Income as of Q4 2017.

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