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BB&T Securities’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

BB&T Securities’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,614
Closed -$288K – 933
2013
Q4 		$288K Buy
+11,614
New +$285K 0.01% 728

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BB&T Securities's CVY Position: Q1 2014 in Review

BB&T Securities sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2014, closing a stake of 11,614 shares — an estimated $288K sold.

BB&T Securities first reported a position in CVY in Q4 2013 and held it in 1 quarter. The position peaked at $288K in Q4 2013. 87 funds tracked by Wall St. Rank hold CVY as of Q1 2014.

  • BB&T Securities reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2014 after selling out during the quarter.
  • BB&T Securities sold 11,614 Invesco Zacks Multi-Asset Income ETF shares in Q1 2014, an estimated $288K.
  • BB&T Securities first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and held it in 1 quarter.
  • BB&T Securities's Invesco Zacks Multi-Asset Income ETF position peaked at $288K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2014.

Based on BB&T Securities's 13F filing for Q1 2014, filed 15 Apr 2014.