BTS
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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 – 1661
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return