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

BB&T Investment Services’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$7K Buy
151
+1
+0.7% +$47 ﹤0.01% 1042
2017
Q3 		$7K Buy
150
+1
+0.7% +$44 ﹤0.01% 910
2017
Q2 		$7K Buy
149
+116
+352% +$5.02K ﹤0.01% 856
2017
Q1 		$1K Buy
+33
New +$1.41K ﹤0.01% 1029

Other funds holding XSLV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

BB&T Investment Services increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.67% in Q4 2017, buying an estimated $47 and bringing the position to 151 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

BB&T Investment Services first reported a position in XSLV in Q1 2017 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold XSLV as of Q4 2017.

  • BB&T Investment Services held 151 shares of Invesco S&P SmallCap Low Volatility ETF worth $7K as of Q4 2017.
  • BB&T Investment Services bought 1 Invesco S&P SmallCap Low Volatility ETF share in Q4 2017, an estimated $47.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1042 holding.
  • BB&T Investment Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2017 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2017.

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