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BB&T Securities’s Invesco Ultra Short Duration ETF GSY Stock Holding History

BB&T Securities’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$20.7M Buy
409,975
+37,081
+10% +$1.87M 0.19% 141
2019
Q2 		$18.8M Buy
372,894
+181,944
+95% +$9.16M 0.17% 160
2019
Q1 		$9.6M Buy
190,950
+176,708
+1,241% +$8.87M 0.09% 281
2018
Q4 		$713K Hold
14,242
– – 0.01% 858
2018
Q3 		$715K Sell
14,242
-787
-5% -$39.5K 0.01% 941
2018
Q2 		$755K Buy
+15,029
New +$755K 0.01% 909

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

BB&T Securities increased its Invesco Ultra Short Duration ETF (GSY) stake by 9.9% in Q3 2019, buying an estimated $1.87M and bringing the position to 409,975 shares worth $20.7M. The position accounts for 0.19% of the portfolio, ranked #141.

BB&T Securities first reported a position in GSY in Q2 2018 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold GSY as of Q3 2019.

  • BB&T Securities held 409,975 shares of Invesco Ultra Short Duration ETF worth $20.7M as of Q3 2019.
  • BB&T Securities bought 37,081 Invesco Ultra Short Duration ETF shares in Q3 2019, an estimated $1.87M.
  • Invesco Ultra Short Duration ETF made up 0.19% of BB&T Securities's portfolio in Q3 2019, its #141 holding.
  • BB&T Securities first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and has held it in 6 quarters since.
  • 166 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2019.

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