Brick & Kyle Associates’s iShares Select Dividend ETF DVY Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-175	Closed	-$16K	–	162
2017 Q1	$16K	Hold	175	–	–	0.01%	305
2016 Q4	$15K	Hold	175	–	–	0.01%	313
2016 Q3	$15K	Hold	175	–	–	0.01%	305
2016 Q2	$15K	Hold	175	–	–	0.01%	305
2016 Q1	$14K	Hold	175	–	–	0.01%	302
2015 Q4	$13K	Hold	175	–	–	0.01%	308
2015 Q3	$13K	Hold	175	–	–	0.01%	309
2015 Q2	$13K	Hold	175	–	–	0.01%	339
2015 Q1	$14K	Hold	175	–	–	0.01%	327
2014 Q4	$14K	Buy	+175	New	+$13.5K	0.01%	315

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brick & Kyle Associates's DVY Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares Select Dividend ETF (DVY) in Q2 2017, closing a stake of 175 shares — an estimated $16K sold.

Brick & Kyle Associates first reported a position in DVY in Q4 2014 and held it in 10 quarters. The position peaked at $16K in Q1 2017. 705 funds tracked by Wall St. Rank hold DVY as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares Select Dividend ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 175 iShares Select Dividend ETF shares in Q2 2017, an estimated $16K.
Brick & Kyle Associates first reported a position in iShares Select Dividend ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares Select Dividend ETF position peaked at $16K in Q1 2017.
705 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.