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Baystate Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Baystate Wealth Management’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
2017
Q3 		– Sell
-200
Closed -$8K – 661
2017
Q2 		$8K Buy
+200
New +$8.05K ﹤0.01% 369

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

Baystate Wealth Management's DVYE Position: Q3 2017 in Review

Baystate Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2017, closing a stake of 200 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in DVYE in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 65 funds tracked by Wall St. Rank hold DVYE as of Q3 2017.

  • Baystate Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 200 iShares Emerging Markets Dividend ETF shares in Q3 2017, an estimated $8K.
  • Baystate Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q2 2017 and held it in 1 quarter.
  • Baystate Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $8K in Q2 2017.
  • 65 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.