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BB&T Securities’s iShares US Financials ETF IYF Stock Holding History

BB&T Securities’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$3.43M Sell
53,330
-292
-0.5% -$18.6K 0.03% 449
2019
Q2 		$3.37M Sell
53,622
-4,860
-8% -$299K 0.03% 459
2019
Q1 		$3.45M Sell
58,482
-6,366
-10% -$370K 0.03% 452
2018
Q4 		$3.45M Sell
64,848
-12,660
-16% -$726K 0.04% 429
2018
Q3 		$4.71M Sell
77,508
-9,290
-11% -$569K 0.05% 404
2018
Q2 		$5.08M Sell
86,798
-2,458
-3% -$146K 0.05% 381
2018
Q1 		$5.26M Buy
89,256
+57,442
+181% +$3.48M 0.06% 365
2017
Q4 		$1.9M Buy
31,814
+9,392
+42% +$545K 0.02% 554
2017
Q3 		$1.26M Buy
22,422
+1,808
+9% +$98.6K 0.02% 666
2017
Q2 		$1.11M Buy
20,614
+2,352
+13% +$123K 0.02% 700
2017
Q1 		$950K Buy
18,262
+1,560
+9% +$81.4K 0.01% 667
2016
Q4 		$751K Hold
16,702
– – 0.01% 703
2016
Q3 		$751K Buy
16,702
+658
+4% +$29.5K 0.01% 704
2016
Q2 		$689K Sell
16,044
-70
-0.4% -$3.03K 0.01% 700
2016
Q1 		$681K Sell
16,114
-4,772
-23% -$194K 0.01% 684
2015
Q4 		$922K Buy
20,886
+7,248
+53% +$323K 0.02% 548
2015
Q3 		$573K Buy
13,638
+78
+0.6% +$3.48K 0.01% 653
2015
Q2 		$608K Buy
13,560
+360
+3% +$16.3K 0.01% 667
2015
Q1 		$588K Sell
13,200
-178,184
-93% -$7.91M 0.01% 666
2014
Q4 		$8.63M Buy
191,384
+172,804
+930% +$7.51M 0.19% 111
2014
Q3 		$778K Buy
18,580
+7,318
+65% +$307K 0.02% 538
2014
Q2 		$468K Sell
11,262
-290
-3% -$11.8K 0.01% 686
2014
Q1 		$472K Buy
11,552
+1,284
+13% +$51.3K 0.01% 612
2013
Q4 		$412K Buy
10,268
+790
+8% +$30.4K 0.01% 627
2013
Q3 		$347K Buy
9,478
+90
+1% +$3.33K 0.01% 621
2013
Q2 		$336K Buy
+9,388
New +$331K 0.01% 602

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

BB&T Securities reduced its iShares US Financials ETF (IYF) stake by 0.54% in Q3 2019, selling an estimated $18.6K and leaving 53,330 shares worth $3.43M. The position accounts for 0.03% of the portfolio, ranked #449.

BB&T Securities first reported a position in IYF in Q2 2013 and has held it in 26 quarters since. The position peaked at $8.63M in Q4 2014. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2019.

  • BB&T Securities held 53,330 shares of iShares US Financials ETF worth $3.43M as of Q3 2019.
  • BB&T Securities sold 292 iShares US Financials ETF shares in Q3 2019, an estimated $18.6K.
  • iShares US Financials ETF made up 0.03% of BB&T Securities's portfolio in Q3 2019, its #449 holding.
  • BB&T Securities first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's iShares US Financials ETF position peaked at $8.63M in Q4 2014.
  • 223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2019.

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