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	–	1398
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 New York $65.2B AUM 31.44% 1-Year Est. Return

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

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

BB&T Securities increased its iShares US Regional Banks ETF (IAT) stake by 2.7% in Q3 2019, buying an estimated $5.83K and bringing the position to 4,810 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

BB&T Securities first reported a position in IAT in Q3 2016 and has held it in 6 quarters since. The position peaked at $296K in Q4 2016. 104 funds tracked by Wall St. Rank hold IAT as of Q3 2019.

BB&T Securities held 4,810 shares of iShares US Regional Banks ETF worth $224K as of Q3 2019.
BB&T Securities bought 128 iShares US Regional Banks ETF shares in Q3 2019, an estimated $5.83K.
iShares US Regional Banks ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1460 holding.
BB&T Securities first reported a position in iShares US Regional Banks ETF in Q3 2016 and has held it in 6 quarters since.
BB&T Securities's iShares US Regional Banks ETF position peaked at $296K in Q4 2016.
104 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2019.

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