BB&T Investment Services’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

BB&T Investment Services’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$20K	Sell	410 -679	-62%	-$33.5K	﹤0.01%	802
2017 Q3	$53K	Sell	1,089 -877	-45%	-$41K	0.01%	516
2017 Q2	$92K	Buy	1,966 +424	+27%	+$19.5K	0.02%	343
2017 Q1	$69K	Buy	1,542 +142	+10%	+$6.38K	0.03%	317
2016 Q4	$60K	Buy	+1,400	New	+$59.3K	0.04%	271

Other funds holding RWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BB&T Investment Services reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 62% in Q4 2017, selling an estimated $33.5K and leaving 410 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

BB&T Investment Services first reported a position in RWL in Q4 2016 and has held it in 5 quarters since. The position peaked at $92K in Q2 2017. 64 funds tracked by Wall St. Rank hold RWL as of Q4 2017.

BB&T Investment Services held 410 shares of Invesco S&P 500 Revenue ETF worth $20K as of Q4 2017.
BB&T Investment Services sold 679 Invesco S&P 500 Revenue ETF shares in Q4 2017, an estimated $33.5K.
Invesco S&P 500 Revenue ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #802 holding.
BB&T Investment Services first reported a position in Invesco S&P 500 Revenue ETF in Q4 2016 and has held it in 5 quarters since.
BB&T Investment Services's Invesco S&P 500 Revenue ETF position peaked at $92K in Q2 2017.
64 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2017.

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