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BB&T Securities’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BB&T Securities’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$421K Hold
7,612
– – ﹤0.01% 1172
2019
Q2 		$416K Buy
7,612
+272
+4% +$14.6K ﹤0.01% 1184
2019
Q1 		$387K Buy
7,340
+1,562
+27% +$79.2K ﹤0.01% 1185
2018
Q4 		$268K Buy
5,778
+48
+0.8% +$2.37K ﹤0.01% 1229
2018
Q3 		$305K Buy
5,730
+1,282
+29% +$67.5K ﹤0.01% 1313
2018
Q2 		$224K Sell
4,448
-608
-12% -$30.5K ﹤0.01% 1406
2018
Q1 		$247K Buy
+5,056
New +$255K ﹤0.01% 1313

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return