AIP
DVY icon

Ameritas Investment Partners’s iShares Select Dividend ETF DVY Stock Holding History

Ameritas Investment Partners’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
Q4 		– Sell
-101
Closed -$10K – 2991
2018
Q3 		$10K Buy
101
+1
+1% +$100 ﹤0.01% 2826
2018
Q2 		$9K Buy
+100
New +$9.7K ﹤0.01% 2865
2016
Q3 		– Sell
-615
Closed -$52K – 1239
2016
Q2 		$52K Buy
+615
New +$50.7K ﹤0.01% 1033

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Ameritas Investment Partners's DVY Position: Q4 2018 in Review

Ameritas Investment Partners sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 101 shares — an estimated $10K sold.

Ameritas Investment Partners first reported a position in DVY in Q2 2016 and held it in 3 quarters. The position peaked at $52K in Q2 2016. 880 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

  • Ameritas Investment Partners reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Ameritas Investment Partners sold 101 iShares Select Dividend ETF shares in Q4 2018, an estimated $10K.
  • Ameritas Investment Partners first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 3 quarters.
  • Ameritas Investment Partners's iShares Select Dividend ETF position peaked at $52K in Q2 2016.
  • 880 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Ameritas Investment Partners's 13F filing for Q4 2018, filed 12 Feb 2019.