BB&T Securities
KBWY icon

BB&T Securities’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

BB&T Securities’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,337
Closed -$553K – 1549
2018
Q3 		$553K Buy
16,337
+1,567
+11% +$55K 0.01% 1030
2018
Q2 		$527K Sell
14,770
-347
-2% -$11.4K 0.01% 1055
2018
Q1 		$471K Buy
+15,117
New +$487K 0.01% 1042

Other funds holding KBWY

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

BB&T Securities sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2018, closing a stake of 16,337 shares — an estimated $553K sold.

BB&T Securities first reported a position in KBWY in Q1 2018 and held it in 3 quarters. The position peaked at $553K in Q3 2018. 69 funds tracked by Wall St. Rank hold KBWY as of Q4 2018.

  • BB&T Securities reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2018 after selling out during the quarter.
  • BB&T Securities sold 16,337 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2018, an estimated $553K.
  • BB&T Securities first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2018 and held it in 3 quarters.
  • BB&T Securities's Invesco KBW Premium Yield Equity REIT ETF position peaked at $553K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2018.

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