AG
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Aperio Group’s iShares Select Dividend ETF DVY Stock Holding History

Aperio Group’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
2019
Q3 		– Sell
-157
Closed -$16K – 2438
2019
Q2 		$16K Buy
+157
New +$15.5K ﹤0.01% 2719
2017
Q3 		– Sell
-6,498
Closed -$599K – 2224
2017
Q2 		$599K Buy
+6,498
New +$598K ﹤0.01% 1541

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Aperio Group's DVY Position: Q3 2019 in Review

Aperio Group sold out of iShares Select Dividend ETF (DVY) in Q3 2019, closing a stake of 157 shares — an estimated $16K sold.

Aperio Group first reported a position in DVY in Q2 2017 and held it in 2 quarters. The position peaked at $599K in Q2 2017. 916 funds tracked by Wall St. Rank hold DVY as of Q3 2019.

  • Aperio Group reported no remaining iShares Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 157 iShares Select Dividend ETF shares in Q3 2019, an estimated $16K.
  • Aperio Group first reported a position in iShares Select Dividend ETF in Q2 2017 and held it in 2 quarters.
  • Aperio Group's iShares Select Dividend ETF position peaked at $599K in Q2 2017.
  • 916 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.