Avestar Capital’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Avestar Capital’s Portfolio DVYE Stock Details DVYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-465	Closed	-$18K	–	351
2019 Q2	$18K	Hold	465	–	–	0.01%	403
2019 Q1	$18K	Hold	465	–	–	0.01%	385
2018 Q4	$17K	Hold	465	–	–	0.01%	356
2018 Q3	$18K	Hold	465	–	–	0.01%	376
2018 Q2	$18K	Hold	465	–	–	0.01%	374
2018 Q1	$20K	Hold	465	–	–	0.01%	338
2017 Q4	$19K	Buy	+465	New	+$19.3K	0.01%	352

Other funds holding DVYE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Avestar Capital's DVYE Position: Q3 2019 in Review

Avestar Capital sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2019, closing a stake of 465 shares — an estimated $18K sold.

Avestar Capital first reported a position in DVYE in Q4 2017 and held it in 7 quarters. The position peaked at $20K in Q1 2018. 114 funds tracked by Wall St. Rank hold DVYE as of Q3 2019.

Avestar Capital reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 465 iShares Emerging Markets Dividend ETF shares in Q3 2019, an estimated $18K.
Avestar Capital first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's iShares Emerging Markets Dividend ETF position peaked at $20K in Q1 2018.
114 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2019.

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