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BB&T Investment Services’s WisdomTree US Value Fund WTV Stock Holding History

BB&T Investment Services’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,138
Closed -$39K – 1118
2016
Q4 		$39K Buy
+1,138
New +$37.1K 0.03% 338

Other funds holding WTV

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

BB&T Investment Services's WTV Position: Q1 2017 in Review

BB&T Investment Services sold out of WisdomTree US Value Fund (WTV) in Q1 2017, closing a stake of 1,138 shares — an estimated $39K sold.

BB&T Investment Services first reported a position in WTV in Q4 2016 and held it in 1 quarter. The position peaked at $39K in Q4 2016. 23 funds tracked by Wall St. Rank hold WTV as of Q1 2017.

  • BB&T Investment Services reported no remaining WisdomTree US Value Fund position as of Q1 2017 after selling out during the quarter.
  • BB&T Investment Services sold 1,138 WisdomTree US Value Fund shares in Q1 2017, an estimated $39K.
  • BB&T Investment Services first reported a position in WisdomTree US Value Fund in Q4 2016 and held it in 1 quarter.
  • BB&T Investment Services's WisdomTree US Value Fund position peaked at $39K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2017.

Based on BB&T Investment Services's 13F filing for Q1 2017, filed 17 Aug 2017.