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BB&T Investment Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

BB&T Investment Services’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$220K Buy
8,368
+44
+0.5% +$1.21K 0.04% 274
2017
Q3 		$221K Buy
8,324
+1,492
+22% +$40.1K 0.04% 259
2017
Q2 		$176K Sell
6,832
-416
-6% -$10.9K 0.04% 267
2017
Q1 		$185K Sell
7,248
-54
-0.7% -$1.35K 0.07% 199
2016
Q4 		$176K Buy
+7,302
New +$174K 0.13% 160

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

BB&T Investment Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.53% in Q4 2017, buying an estimated $1.21K and bringing the position to 8,368 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #274.

BB&T Investment Services first reported a position in XLU in Q4 2016 and has held it in 5 quarters since. The position peaked at $221K in Q3 2017. 585 funds tracked by Wall St. Rank hold XLU as of Q4 2017.

  • BB&T Investment Services held 8,368 shares of State Street Utilities Select Sector SPDR ETF worth $220K as of Q4 2017.
  • BB&T Investment Services bought 44 State Street Utilities Select Sector SPDR ETF shares in Q4 2017, an estimated $1.21K.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of BB&T Investment Services's portfolio in Q4 2017, its #274 holding.
  • BB&T Investment Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's State Street Utilities Select Sector SPDR ETF position peaked at $221K in Q3 2017.
  • 585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2017.

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