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BB&T Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BB&T Securities’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$88.5M Buy
1,380,598
+413,178
+43% +$26.2M 0.81% 17
2019
Q2 		$59.7M Buy
967,420
+208,957
+28% +$12.5M 0.54% 37
2019
Q1 		$44.6M Buy
758,463
+77,356
+11% +$4.33M 0.43% 53
2018
Q4 		$35.7M Buy
681,107
+221,654
+48% +$12.2M 0.4% 60
2018
Q3 		$26.2M Buy
459,453
+177,977
+63% +$9.92M 0.26% 102
2018
Q2 		$15M Sell
281,476
-206,890
-42% -$10.9M 0.16% 176
2018
Q1 		$25.4M Sell
488,366
-447,210
-48% -$23.7M 0.29% 90
2017
Q4 		$49.4M Buy
935,576
+424,293
+83% +$22M 0.64% 29
2017
Q3 		$25.7M Buy
511,283
+194,032
+61% +$9.68M 0.35% 62
2017
Q2 		$15.5M Buy
317,251
+59,524
+23% +$2.9M 0.23% 116
2017
Q1 		$12.3M Sell
257,727
-127,166
-33% -$5.95M 0.17% 152
2016
Q4 		$17.5M Hold
384,893
– – 0.25% 106
2016
Q3 		$17.5M Sell
384,893
-40,135
-9% -$1.86M 0.26% 105
2016
Q2 		$19.6M Buy
425,028
+43,364
+11% +$1.93M 0.3% 90
2016
Q1 		$16.8M Buy
+381,664
New +$15.9M 0.27% 95

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BB&T Securities's USMV Position: Q3 2019 in Review

BB&T Securities increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 43% in Q3 2019, buying an estimated $26.2M and bringing the position to 1,380,598 shares worth $88.5M. The position accounts for 0.81% of the portfolio, ranked #17.

BB&T Securities first reported a position in USMV in Q1 2016 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold USMV as of Q3 2019.

  • BB&T Securities held 1,380,598 shares of iShares MSCI USA Min Vol Factor ETF worth $88.5M as of Q3 2019.
  • BB&T Securities bought 413,178 iShares MSCI USA Min Vol Factor ETF shares in Q3 2019, an estimated $26.2M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.81% of BB&T Securities's portfolio in Q3 2019, its #17 holding.
  • BB&T Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 15 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.