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Bellwether Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-681
Closed -$62K – 216
2017
Q1 		$62K Sell
681
-1,187
-64% -$107K 0.16% 123
2016
Q4 		$165K Buy
+1,868
New +$161K 0.15% 158
2016
Q2 		$280K Buy
+3,286
New +$271K 0.31% 90

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bellwether Investment Group's DVY Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares Select Dividend ETF (DVY) in Q2 2017, closing a stake of 681 shares — an estimated $62K sold.

Bellwether Investment Group first reported a position in DVY in Q2 2016 and held it in 3 quarters. The position peaked at $280K in Q2 2016. 705 funds tracked by Wall St. Rank hold DVY as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares Select Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 681 iShares Select Dividend ETF shares in Q2 2017, an estimated $62K.
  • Bellwether Investment Group first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's iShares Select Dividend ETF position peaked at $280K in Q2 2016.
  • 705 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.