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Apriem Advisors’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Apriem Advisors’s Portfolio DVYA Stock Details DVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-219
Closed -$11K – 639
2015
Q1 		$11K Buy
+219
New +$11K ﹤0.01% 401

Other funds holding DVYA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Apriem Advisors's DVYA Position: Q2 2015 in Review

Apriem Advisors sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q2 2015, closing a stake of 219 shares — an estimated $11K sold.

Apriem Advisors first reported a position in DVYA in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 17 funds tracked by Wall St. Rank hold DVYA as of Q2 2015.

  • Apriem Advisors reported no remaining iShares Asia/Pacific Dividend ETF position as of Q2 2015 after selling out during the quarter.
  • Apriem Advisors sold 219 iShares Asia/Pacific Dividend ETF shares in Q2 2015, an estimated $11K.
  • Apriem Advisors first reported a position in iShares Asia/Pacific Dividend ETF in Q1 2015 and held it in 1 quarter.
  • Apriem Advisors's iShares Asia/Pacific Dividend ETF position peaked at $11K in Q1 2015.
  • 17 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.