BTS
INC

BB&T Securities’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

BB&T Securities’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,230
Closed -$529K – 1364
2016
Q4 		$529K Hold
5,230
– – 0.01% 817
2016
Q3 		$529K Buy
5,230
+400
+8% +$40.5K 0.01% 818
2016
Q2 		$485K Buy
+4,830
New +$478K 0.01% 805

Other funds holding INC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

BB&T Securities's INC Position: Q1 2017 in Review

BB&T Securities sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2017, closing a stake of 5,230 shares — an estimated $529K sold.

BB&T Securities first reported a position in INC in Q2 2016 and held it in 3 quarters. The position peaked at $529K in Q4 2016. 19 funds tracked by Wall St. Rank hold INC as of Q1 2017.

  • BB&T Securities reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2017 after selling out during the quarter.
  • BB&T Securities sold 5,230 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2017, an estimated $529K.
  • BB&T Securities first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q2 2016 and held it in 3 quarters.
  • BB&T Securities's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $529K in Q4 2016.
  • 19 funds tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2017.

Based on BB&T Securities's 13F filing for Q1 2017, filed 11 May 2017.