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BB&T Investment Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BB&T Investment Services’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$2.57M Buy
48,735
+1,362
+3% +$70.7K 0.43% 55
2017
Q3 		$2.39M Buy
47,373
+8,371
+21% +$417K 0.48% 49
2017
Q2 		$1.91M Buy
39,002
+25,678
+193% +$1.25M 0.48% 41
2017
Q1 		$632K Buy
13,324
+2,391
+22% +$112K 0.25% 89
2016
Q4 		$496K Buy
+10,933
New +$488K 0.36% 72

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BB&T Investment Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.9% in Q4 2017, buying an estimated $70.7K and bringing the position to 48,735 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #55.

BB&T Investment Services first reported a position in USMV in Q4 2016 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold USMV as of Q4 2017.

  • BB&T Investment Services held 48,735 shares of iShares MSCI USA Min Vol Factor ETF worth $2.57M as of Q4 2017.
  • BB&T Investment Services bought 1,362 iShares MSCI USA Min Vol Factor ETF shares in Q4 2017, an estimated $70.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.43% of BB&T Investment Services's portfolio in Q4 2017, its #55 holding.
  • BB&T Investment Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2017.

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