BB&T Securities’s iShares US Equity Factor ETF LRGF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,892	Closed	-$244K	–	1658
2019 Q1	$244K	Sell	7,892 -306	-4%	-$9.26K	﹤0.01%	1398
2018 Q4	$228K	Buy	8,198 +619	+8%	+$19K	﹤0.01%	1310
2018 Q3	$254K	Hold	7,579	–	–	﹤0.01%	1388
2018 Q2	$242K	Hold	7,579	–	–	﹤0.01%	1374
2018 Q1	$238K	Hold	7,579	–	–	﹤0.01%	1324
2017 Q4	$240K	Buy	+7,579	New	+$236K	﹤0.01%	1271

Other funds holding LRGF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

BB&T Securities's LRGF Position: Q2 2019 in Review

BB&T Securities sold out of iShares US Equity Factor ETF (LRGF) in Q2 2019, closing a stake of 7,892 shares — an estimated $244K sold.

BB&T Securities first reported a position in LRGF in Q4 2017 and held it in 6 quarters. The position peaked at $254K in Q3 2018. 121 funds tracked by Wall St. Rank hold LRGF as of Q2 2019.

BB&T Securities reported no remaining iShares US Equity Factor ETF position as of Q2 2019 after selling out during the quarter.
BB&T Securities sold 7,892 iShares US Equity Factor ETF shares in Q2 2019, an estimated $244K.
BB&T Securities first reported a position in iShares US Equity Factor ETF in Q4 2017 and held it in 6 quarters.
BB&T Securities's iShares US Equity Factor ETF position peaked at $254K in Q3 2018.
121 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2019.

Based on BB&T Securities's 13F filing for Q2 2019, filed 7 Aug 2019.