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BB&T Securities’s iShares US Regional Banks ETF IAT Stock Holding History

BB&T Securities’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$224K Buy
4,810
+128
+3% +$5.83K ﹤0.01% 1460
2019
Q2 		$214K Buy
+4,682
New +$214K ﹤0.01% 1486
2018
Q1 		– Sell
-5,497
Closed -$270K – 1526
2017
Q4 		$270K Buy
+5,497
New +$264K ﹤0.01% 1229
2017
Q2 		– Sell
-5,420
Closed -$242K – 1399
2017
Q1 		$242K Sell
5,420
-3,015
-36% -$139K ﹤0.01% 1107
2016
Q4 		$296K Hold
8,435
– – ﹤0.01% 1024
2016
Q3 		$296K Buy
+8,435
New +$289K ﹤0.01% 1022

Other funds holding IAT

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return