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Braver Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Braver Wealth Management’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
2016
Q2 		– Sell
-2,611
Closed -$213K – 141
2016
Q1 		$213K Buy
+2,611
New +$199K 0.04% 141

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Braver Wealth Management's DVY Position: Q2 2016 in Review

Braver Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2016, closing a stake of 2,611 shares — an estimated $213K sold.

Braver Wealth Management first reported a position in DVY in Q1 2016 and held it in 1 quarter. The position peaked at $213K in Q1 2016. 637 funds tracked by Wall St. Rank hold DVY as of Q2 2016.

  • Braver Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2016 after selling out during the quarter.
  • Braver Wealth Management sold 2,611 iShares Select Dividend ETF shares in Q2 2016, an estimated $213K.
  • Braver Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2016 and held it in 1 quarter.
  • Braver Wealth Management's iShares Select Dividend ETF position peaked at $213K in Q1 2016.
  • 637 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.