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BB&T Investment Services’s Vanguard Energy ETF VDE Stock Holding History

BB&T Investment Services’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$827K Sell
8,358
-479
-5% -$45K 0.14% 150
2017
Q3 		$827K Sell
8,837
-428
-5% -$38K 0.16% 126
2017
Q2 		$819K Buy
9,265
+1,025
+12% +$94.6K 0.21% 100
2017
Q1 		$798K Sell
8,240
-1,245
-13% -$124K 0.31% 66
2016
Q4 		$993K Buy
+9,485
New +$948K 0.73% 31

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

BB&T Investment Services reduced its Vanguard Energy ETF (VDE) stake by 5.4% in Q4 2017, selling an estimated $45K and leaving 8,358 shares worth $827K. The position accounts for 0.14% of the portfolio, ranked #150.

BB&T Investment Services first reported a position in VDE in Q4 2016 and has held it in 5 quarters since. The position peaked at $993K in Q4 2016. 317 funds tracked by Wall St. Rank hold VDE as of Q4 2017.

  • BB&T Investment Services held 8,358 shares of Vanguard Energy ETF worth $827K as of Q4 2017.
  • BB&T Investment Services sold 479 Vanguard Energy ETF shares in Q4 2017, an estimated $45K.
  • Vanguard Energy ETF made up 0.14% of BB&T Investment Services's portfolio in Q4 2017, its #150 holding.
  • BB&T Investment Services first reported a position in Vanguard Energy ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Vanguard Energy ETF position peaked at $993K in Q4 2016.
  • 317 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2017.

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