Bridges Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Bridges Investment 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
2021 Q3	–	Sell	-1,746	Closed	-$204K	–	223
2021 Q2	$204K	Buy	+1,746	New	+$208K	0.01%	222
2020 Q1	–	Sell	-1,953	Closed	-$206K	–	232
2019 Q4	$206K	Buy	+1,953	New	+$201K	0.01%	264
2018 Q4	–	Sell	-2,020	Closed	-$202K	–	345
2018 Q3	$202K	Buy	+2,020	New	+$203K	0.01%	260

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bridges Investment Management's DVY Position: Q3 2021 in Review

Bridges Investment Management sold out of iShares Select Dividend ETF (DVY) in Q3 2021, closing a stake of 1,746 shares — an estimated $204K sold.

Bridges Investment Management first reported a position in DVY in Q3 2018 and held it in 3 quarters. The position peaked at $206K in Q4 2019. 1,031 funds tracked by Wall St. Rank hold DVY as of Q3 2021.

Bridges Investment Management reported no remaining iShares Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
Bridges Investment Management sold 1,746 iShares Select Dividend ETF shares in Q3 2021, an estimated $204K.
Bridges Investment Management first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 3 quarters.
Bridges Investment Management's iShares Select Dividend ETF position peaked at $206K in Q4 2019.
1,031 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2021.

Based on Bridges Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.