BB&T Securities’s iShares US Financial Services ETF IYG Stock Holding History

BB&T Securities’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$8.11M	Sell	178,251 -3,804	-2%	-$171K	0.07%	308
2019 Q2	$8.13M	Sell	182,055 -533,571	-75%	-$23.4M	0.07%	312
2019 Q1	$29.8M	Sell	715,626 -373,977	-34%	-$15.5M	0.29%	96
2018 Q4	$40.8M	Buy	1,089,603 +126,606	+13%	+$5.22M	0.45%	51
2018 Q3	$42.8M	Buy	962,997 +94,248	+11%	+$4.26M	0.42%	51
2018 Q2	$37.5M	Buy	868,749 +122,241	+16%	+$5.42M	0.4%	60
2018 Q1	$32.6M	Buy	746,508 +235,533	+46%	+$10.7M	0.37%	62
2017 Q4	$22.2M	Buy	510,975 +13,332	+3%	+$556K	0.29%	80
2017 Q3	$19.9M	Buy	497,643 +147,672	+42%	+$5.65M	0.27%	89
2017 Q2	$13.2M	Buy	349,971 +159,438	+84%	+$5.8M	0.19%	145
2017 Q1	$6.93M	Buy	+190,533	New	+$6.99M	0.09%	245
2014 Q2	–	Sell	-7,245	Closed	-$2.05M	–	999
2014 Q1	$2.05M	Buy	+7,245	New	+$201K	0.01%	864

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BB&T Securities reduced its iShares US Financial Services ETF (IYG) stake by 2.1% in Q3 2019, selling an estimated $171K and leaving 178,251 shares worth $8.11M. The position accounts for 0.07% of the portfolio, ranked #308.

BB&T Securities first reported a position in IYG in Q1 2014 and has held it in 12 quarters since. The position peaked at $42.8M in Q3 2018. 144 funds tracked by Wall St. Rank hold IYG as of Q3 2019.

BB&T Securities held 178,251 shares of iShares US Financial Services ETF worth $8.11M as of Q3 2019.
BB&T Securities sold 3,804 iShares US Financial Services ETF shares in Q3 2019, an estimated $171K.
iShares US Financial Services ETF made up 0.07% of BB&T Securities's portfolio in Q3 2019, its #308 holding.
BB&T Securities first reported a position in iShares US Financial Services ETF in Q1 2014 and has held it in 12 quarters since.
BB&T Securities's iShares US Financial Services ETF position peaked at $42.8M in Q3 2018.
144 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2019.

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