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BB&T Securities’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

BB&T Securities’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$597K Sell
14,888
-1,152
-7% -$46K 0.01% 1017
2019
Q2 		$646K Sell
16,040
-5,849
-27% -$235K 0.01% 993
2019
Q1 		$877K Buy
21,889
+3
+0% +$119 0.01% 855
2018
Q4 		$783K Buy
21,886
+5,410
+33% +$213K 0.01% 819
2018
Q3 		$716K Buy
16,476
+3,549
+27% +$155K 0.01% 940
2018
Q2 		$540K Buy
+12,927
New +$530K 0.01% 1043

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return