Ayalon Insurance Company’s iShares Select Dividend ETF DVY Stock Holding History

Ayalon Insurance Company’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
2016 Q4	–	Sell	-1,648	Closed	-$142K	–	80
2016 Q3	$142K	Hold	1,648	–	–	0.12%	48
2016 Q2	$140K	Hold	1,648	–	–	0.12%	50
2016 Q1	$135K	Sell	1,648 -1,275	-44%	-$97.3K	0.11%	60
2015 Q4	$220K	Hold	2,923	–	–	0.19%	62
2015 Q3	$220K	Hold	2,923	–	–	0.18%	64
2015 Q2	$221K	Hold	2,923	–	–	0.16%	70
2015 Q1	$228K	Buy	+2,923	New	+$231K	0.14%	80

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Ayalon Insurance Company's DVY Position: Q4 2016 in Review

Ayalon Insurance Company sold out of iShares Select Dividend ETF (DVY) in Q4 2016, closing a stake of 1,648 shares — an estimated $142K sold.

Ayalon Insurance Company first reported a position in DVY in Q1 2015 and held it in 7 quarters. The position peaked at $228K in Q1 2015. 701 funds tracked by Wall St. Rank hold DVY as of Q4 2016.

Ayalon Insurance Company reported no remaining iShares Select Dividend ETF position as of Q4 2016 after selling out during the quarter.
Ayalon Insurance Company sold 1,648 iShares Select Dividend ETF shares in Q4 2016, an estimated $142K.
Ayalon Insurance Company first reported a position in iShares Select Dividend ETF in Q1 2015 and held it in 7 quarters.
Ayalon Insurance Company's iShares Select Dividend ETF position peaked at $228K in Q1 2015.
701 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2016.

Based on Ayalon Insurance Company's 13F filing for Q4 2016, filed 13 Feb 2017.