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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BB&T Securities's DSI Position: Q3 2019 in Review

BB&T Securities held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2019 at 7,612 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

BB&T Securities first reported a position in DSI in Q1 2018 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold DSI as of Q3 2019.

BB&T Securities held 7,612 shares of iShares MSCI KLD 400 Social ETF worth $421K as of Q3 2019.
BB&T Securities left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2019.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1172 holding.
BB&T Securities first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.