BBPWM
IDV icon

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

Blue Bell Private Wealth Management’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-75
Closed -$3K – 258
2016
Q4 		$3K Hold
75
– – ﹤0.01% 242
2016
Q3 		$3K Sell
75
-690
-90% -$20.4K ﹤0.01% 403
2016
Q2 		$22K Hold
765
– – 0.01% 280
2016
Q1 		$22K Hold
765
– – 0.02% 284
2015
Q4 		$22K Sell
765
-450
-37% -$13.3K 0.01% 291
2015
Q3 		$34K Hold
1,215
– – 0.02% 261
2015
Q2 		$39K Hold
1,215
– – 0.02% 244
2015
Q1 		$40K Hold
1,215
– – 0.02% 240
2014
Q4 		$40K Sell
1,215
-300
-20% -$10.5K 0.02% 248
2014
Q3 		$54K Hold
1,515
– – 0.03% 224
2014
Q2 		$60K Buy
+1,515
New +$60.4K 0.04% 202

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return