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BB&T Investment Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

BB&T Investment Services’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$265K Sell
5,513
-297
-5% -$14K 0.04% 263
2017
Q3 		$266K Sell
5,810
-196
-3% -$8.88K 0.05% 243
2017
Q2 		$266K Buy
6,006
+1,899
+46% +$84.2K 0.07% 222
2017
Q1 		$178K Buy
4,107
+977
+31% +$41.7K 0.07% 204
2016
Q4 		$130K Buy
+3,130
New +$128K 0.1% 184

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BB&T Investment Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 5.1% in Q4 2017, selling an estimated $14K and leaving 5,513 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #263.

BB&T Investment Services first reported a position in SPLV in Q4 2016 and has held it in 5 quarters since. The position peaked at $266K in Q3 2017. 373 funds tracked by Wall St. Rank hold SPLV as of Q4 2017.

  • BB&T Investment Services held 5,513 shares of Invesco S&P 500 Low Volatility ETF worth $265K as of Q4 2017.
  • BB&T Investment Services sold 297 Invesco S&P 500 Low Volatility ETF shares in Q4 2017, an estimated $14K.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of BB&T Investment Services's portfolio in Q4 2017, its #263 holding.
  • BB&T Investment Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Invesco S&P 500 Low Volatility ETF position peaked at $266K in Q3 2017.
  • 373 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2017.

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