Blue Bell Private Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-602
Closed -$44K 411
2014
Q1
$44K Hold
602
0.03% 201
2013
Q4
$43K Buy
+602
New +$41.9K 0.03% 207

Other funds holding DVY

Blue Bell Private Wealth Management's DVY Position: Q2 2014 in Review

Blue Bell Private Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2014, closing a stake of 602 shares — an estimated $44K sold.

Blue Bell Private Wealth Management first reported a position in DVY in Q4 2013 and held it in 2 quarters. The position peaked at $44K in Q1 2014. 517 funds tracked by Wall St. Rank hold DVY as of Q2 2014.

  • Blue Bell Private Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2014 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 602 iShares Select Dividend ETF shares in Q2 2014, an estimated $44K.
  • Blue Bell Private Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2013 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's iShares Select Dividend ETF position peaked at $44K in Q1 2014.
  • 517 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2014, filed 29 Jul 2014.