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Accurate Investment Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Accurate Investment Solutions’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9
Closed -$1K – 408
2018
Q2 		$1K Hold
9
– – ﹤0.01% 456
2018
Q1 		$1K Hold
9
– – ﹤0.01% 436
2017
Q4 		$1K Hold
9
– – ﹤0.01% 434
2017
Q3 		$1K Buy
+9
New +$832 ﹤0.01% 443

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accurate Investment Solutions's DVY Position: Q3 2018 in Review

Accurate Investment Solutions sold out of iShares Select Dividend ETF (DVY) in Q3 2018, closing a stake of 9 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in DVY in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 835 funds tracked by Wall St. Rank hold DVY as of Q3 2018.

  • Accurate Investment Solutions reported no remaining iShares Select Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 9 iShares Select Dividend ETF shares in Q3 2018, an estimated $1K.
  • Accurate Investment Solutions first reported a position in iShares Select Dividend ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's iShares Select Dividend ETF position peaked at $1K in Q2 2018.
  • 835 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.