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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 $1.37T 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
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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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. 635 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.
  • 635 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.