Atwood & Palmer’s iShares Select Dividend ETF DVY Stock Holding History

Atwood & Palmer’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	-200	Closed	-$20K	–	307
2019 Q2	$20K	Hold	200	–	–	﹤0.01%	223
2019 Q1	$20K	Hold	200	–	–	﹤0.01%	220
2018 Q4	$18K	Hold	200	–	–	﹤0.01%	219
2018 Q3	$20K	Hold	200	–	–	﹤0.01%	234
2018 Q2	$20K	Hold	200	–	–	﹤0.01%	235
2018 Q1	$19K	Hold	200	–	–	﹤0.01%	226
2017 Q4	$20K	Hold	200	–	–	﹤0.01%	227
2017 Q3	$19K	Sell	200 -1,339	-87%	-$124K	﹤0.01%	232
2017 Q2	$142K	Hold	1,539	–	–	0.02%	142
2017 Q1	$140K	Hold	1,539	–	–	0.02%	132
2016 Q4	$136K	Hold	1,539	–	–	0.02%	126
2016 Q3	$132K	Buy	1,539 +200	+15%	+$17.3K	0.02%	133
2016 Q2	$114K	Hold	1,339	–	–	0.02%	141
2016 Q1	$109K	Hold	1,339	–	–	0.02%	139
2015 Q4	$101K	Hold	1,339	–	–	0.02%	162
2015 Q3	$97K	Hold	1,339	–	–	0.02%	153
2015 Q2	$101K	Hold	1,339	–	–	0.02%	159
2015 Q1	$104K	Sell	1,339 -894	-40%	-$70.7K	0.02%	151
2014 Q4	$178K	Hold	2,233	–	–	0.03%	132
2014 Q3	$165K	Sell	2,233 -370	-14%	-$27.9K	0.03%	138
2014 Q2	$200K	Buy	+2,603	New	+$195K	0.05%	112

Other funds holding DVY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Atwood & Palmer's DVY Position: Q3 2019 in Review

Atwood & Palmer sold out of iShares Select Dividend ETF (DVY) in Q3 2019, closing a stake of 200 shares — an estimated $20K sold.

Atwood & Palmer first reported a position in DVY in Q2 2014 and held it in 21 quarters. The position peaked at $200K in Q2 2014. 916 funds tracked by Wall St. Rank hold DVY as of Q3 2019.

Atwood & Palmer reported no remaining iShares Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
Atwood & Palmer sold 200 iShares Select Dividend ETF shares in Q3 2019, an estimated $20K.
Atwood & Palmer first reported a position in iShares Select Dividend ETF in Q2 2014 and held it in 21 quarters.
Atwood & Palmer's iShares Select Dividend ETF position peaked at $200K in Q2 2014.
916 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2019.

Based on Atwood & Palmer's 13F filing for Q3 2019, filed 21 Oct 2019.