Apriem Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Apriem Advisors’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	-500	Closed	-$49K	–	197
2018 Q2	$49K	Buy	+500	New	+$48.5K	0.01%	247
2017 Q2	–	Sell	-500	Closed	-$46K	–	243
2017 Q1	$46K	Hold	500	–	–	0.01%	242
2016 Q4	$44K	Hold	500	–	–	0.01%	246
2016 Q3	$43K	Hold	500	–	–	0.01%	238
2016 Q2	$43K	Hold	500	–	–	0.01%	243
2016 Q1	$41K	Buy	500 +200	+67%	+$15.3K	0.02%	227
2015 Q4	$23K	Hold	300	–	–	0.01%	282
2015 Q3	$22K	Hold	300	–	–	0.01%	279
2015 Q2	$23K	Buy	300 +37	+14%	+$2.89K	0.01%	300
2015 Q1	$20K	Hold	263	–	–	0.01%	318
2014 Q4	$21K	Buy	+263	New	+$20.3K	0.01%	289

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's DVY Position: Q3 2018 in Review

Apriem Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2018, closing a stake of 500 shares — an estimated $49K sold.

Apriem Advisors first reported a position in DVY in Q4 2014 and held it in 11 quarters. The position peaked at $49K in Q2 2018. 835 funds tracked by Wall St. Rank hold DVY as of Q3 2018.

Apriem Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 500 iShares Select Dividend ETF shares in Q3 2018, an estimated $49K.
Apriem Advisors first reported a position in iShares Select Dividend ETF in Q4 2014 and held it in 11 quarters.
Apriem Advisors's iShares Select Dividend ETF position peaked at $49K in Q2 2018.
835 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.