Avestar Capital’s iShares Select Dividend ETF DVY Stock Holding History

Avestar Capital’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	-130	Closed	-$12K	–	350
2019 Q2	$12K	Hold	130	–	–	0.01%	475
2019 Q1	$12K	Hold	130	–	–	0.01%	451
2018 Q4	$11K	Hold	130	–	–	0.01%	421
2018 Q3	$12K	Hold	130	–	–	0.01%	435
2018 Q2	$12K	Hold	130	–	–	0.01%	432
2018 Q1	$12K	Hold	130	–	–	0.01%	399
2017 Q4	$12K	Buy	+130	New	+$12.5K	0.01%	415

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

Avestar Capital's DVY Position: Q3 2019 in Review

Avestar Capital sold out of iShares Select Dividend ETF (DVY) in Q3 2019, closing a stake of 130 shares — an estimated $12K sold.

Avestar Capital first reported a position in DVY in Q4 2017 and held it in 7 quarters. The position peaked at $12K in Q2 2019. 916 funds tracked by Wall St. Rank hold DVY as of Q3 2019.

Avestar Capital reported no remaining iShares Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 130 iShares Select Dividend ETF shares in Q3 2019, an estimated $12K.
Avestar Capital first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's iShares Select Dividend ETF position peaked at $12K in Q2 2019.
916 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.