Beacon Pointe Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Beacon Pointe Wealth Advisors’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 Q4	$1.59M	Buy	15,048 +1,510	+11%	+$156K	0.29%	72
2019 Q3	$1.38M	Buy	13,538 +491	+4%	+$49K	0.29%	76
2019 Q2	$1.3M	Buy	13,047 +234	+2%	+$23.1K	0.27%	79
2019 Q1	$1.26M	Buy	12,813 +1,651	+15%	+$158K	0.29%	75
2018 Q4	$996K	Buy	+11,162	New	+$1.07M	0.36%	70

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

NLI

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors's DVY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 11% in Q4 2019, buying an estimated $156K and bringing the position to 15,048 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #72.

Beacon Pointe Wealth Advisors first reported a position in DVY in Q4 2018 and has held it in 5 quarters since. 1,016 funds tracked by Wall St. Rank hold DVY as of Q4 2019.

Beacon Pointe Wealth Advisors held 15,048 shares of iShares Select Dividend ETF worth $1.59M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 1,510 iShares Select Dividend ETF shares in Q4 2019, an estimated $156K.
iShares Select Dividend ETF made up 0.29% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #72 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 5 quarters since.
1,016 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.