Bruderman Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-637	Closed	-$63K	–	226
2019 Q1	$63K	Buy	637 +58	+10%	+$5.55K	0.01%	238
2018 Q4	$52K	Buy	579 +164	+40%	+$15.7K	0.01%	238
2018 Q3	$41K	Sell	415 -411	-50%	-$41.2K	0.01%	208
2018 Q2	$81K	Hold	826	–	–	0.02%	176
2018 Q1	$79K	Buy	+826	New	+$80.7K	0.02%	176
2017 Q3	–	Sell	-565	Closed	-$52K	–	175
2017 Q2	$52K	Buy	+565	New	+$52K	0.01%	194
2017 Q1	–	Sell	-1,230	Closed	-$109K	–	173
2016 Q4	$109K	Sell	1,230 -60	-5%	-$5.17K	0.03%	145
2016 Q3	$111K	Sell	1,290 -40	-3%	-$3.45K	0.03%	153
2016 Q2	$113K	Sell	1,330 -95	-7%	-$7.83K	0.04%	151
2016 Q1	$116K	Hold	1,425	–	–	0.04%	139
2015 Q4	$107K	Sell	1,425 -150	-10%	-$11.4K	0.04%	152
2015 Q3	$115K	Sell	1,575 -15	-0.9%	-$1.12K	0.05%	136
2015 Q2	$119K	Sell	1,590 -201	-11%	-$15.7K	0.05%	141
2015 Q1	$140K	Buy	+1,791	New	+$142K	0.05%	131

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bruderman Asset Management's DVY Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares Select Dividend ETF (DVY) in Q2 2019, closing a stake of 637 shares — an estimated $63K sold.

Bruderman Asset Management first reported a position in DVY in Q1 2015 and held it in 14 quarters. The position peaked at $140K in Q1 2015. 900 funds tracked by Wall St. Rank hold DVY as of Q2 2019.

Bruderman Asset Management reported no remaining iShares Select Dividend ETF position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 637 iShares Select Dividend ETF shares in Q2 2019, an estimated $63K.
Bruderman Asset Management first reported a position in iShares Select Dividend ETF in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's iShares Select Dividend ETF position peaked at $140K in Q1 2015.
900 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.