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BB&T Securities’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

BB&T Securities’s Portfolio KBWD Stock Details KBWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,896
Closed -$202K – 1548
2018
Q3 		$202K Buy
+8,896
New +$209K ﹤0.01% 1479

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BB&T Securities's KBWD Position: Q4 2018 in Review

BB&T Securities sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2018, closing a stake of 8,896 shares — an estimated $202K sold.

BB&T Securities first reported a position in KBWD in Q3 2018 and held it in 1 quarter. The position peaked at $202K in Q3 2018. 49 funds tracked by Wall St. Rank hold KBWD as of Q4 2018.

  • BB&T Securities reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2018 after selling out during the quarter.
  • BB&T Securities sold 8,896 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2018, an estimated $202K.
  • BB&T Securities first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2018 and held it in 1 quarter.
  • BB&T Securities's Invesco KBW High Dividend Yield Financial ETF position peaked at $202K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2018.

Based on BB&T Securities's 13F filing for Q4 2018, filed 4 Feb 2019.