Brandywine Oak Private Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Brandywine Oak Private Wealth’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
2020 Q1	–	Sell	-3,452	Closed	-$364K	–	227
2019 Q4	$364K	Hold	3,452	–	–	0.07%	154
2019 Q3	$351K	Buy	3,452 +142	+4%	+$14.2K	0.07%	143
2019 Q2	$329K	Buy	3,310 +345	+12%	+$34K	0.07%	151
2019 Q1	$291K	Buy	2,965 +1,269	+75%	+$122K	0.06%	164
2018 Q4	$221K	Buy	+1,696	New	+$162K	0.05%	189

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brandywine Oak Private Wealth's DVY Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 3,452 shares — an estimated $364K sold.

Brandywine Oak Private Wealth first reported a position in DVY in Q4 2018 and held it in 5 quarters. The position peaked at $364K in Q4 2019. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,452 iShares Select Dividend ETF shares in Q1 2020, an estimated $364K.
Brandywine Oak Private Wealth first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's iShares Select Dividend ETF position peaked at $364K in Q4 2019.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.