Arden Trust’s iShares Select Dividend ETF DVY Stock Holding History

Arden Trust’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
2017 Q1	–	Sell	-4,432	Closed	-$392K	–	349
2016 Q4	$392K	Sell	4,432 -1,902	-30%	-$164K	0.06%	251
2016 Q3	$543K	Buy	+6,334	New	+$547K	0.08%	216
2015 Q1	–	Sell	-29,925	Closed	-$2.38M	–	434
2014 Q4	$2.38M	Buy	29,925 +4,030	+16%	+$311K	0.33%	65
2014 Q3	$1.91M	Sell	25,895 -870	-3%	-$65.6K	0.26%	82
2014 Q2	$2.06M	Buy	26,765 +2,199	+9%	+$164K	0.28%	73
2014 Q1	$1.8M	Buy	24,566 +14,540	+145%	+$1.03M	0.22%	91
2013 Q4	$716K	Sell	10,026 -585	-6%	-$40.7K	0.09%	188
2013 Q3	$703K	Hold	10,611	–	–	0.09%	186
2013 Q2	$680K	Buy	+10,611	New	+$687K	0.08%	194

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

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

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arden Trust's DVY Position: Q1 2017 in Review

Arden Trust sold out of iShares Select Dividend ETF (DVY) in Q1 2017, closing a stake of 4,432 shares — an estimated $392K sold.

Arden Trust first reported a position in DVY in Q2 2013 and held it in 9 quarters. The position peaked at $2.38M in Q4 2014. 707 funds tracked by Wall St. Rank hold DVY as of Q1 2017.

Arden Trust reported no remaining iShares Select Dividend ETF position as of Q1 2017 after selling out during the quarter.
Arden Trust sold 4,432 iShares Select Dividend ETF shares in Q1 2017, an estimated $392K.
Arden Trust first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 9 quarters.
Arden Trust's iShares Select Dividend ETF position peaked at $2.38M in Q4 2014.
707 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2017.

Based on Arden Trust's 13F filing for Q1 2017, filed 18 Apr 2017.