Burt Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Burt Wealth Advisors’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 Q4	–	Sell	-142	Closed	-$14K	–	337
2019 Q3	$14K	Sell	142 -142	-50%	-$14.2K	0.01%	259
2019 Q2	$28K	Sell	284 -700	-71%	-$69.1K	0.01%	206
2019 Q1	$97K	Hold	984	–	–	0.04%	124
2018 Q4	$88K	Buy	984 +284	+41%	+$27.2K	0.04%	131
2018 Q3	$70K	Hold	700	–	–	0.03%	164
2018 Q2	$68K	Hold	700	–	–	0.03%	156
2018 Q1	$67K	Hold	700	–	–	0.03%	156
2017 Q4	$69K	Hold	700	–	–	0.04%	155
2017 Q3	$66K	Hold	700	–	–	0.04%	153
2017 Q2	$64K	Buy	700 +200	+40%	+$18.4K	0.04%	162
2017 Q1	$46K	Sell	500 -84	-14%	-$7.61K	0.03%	173
2016 Q4	$52K	Buy	+584	New	+$50.3K	0.05%	167

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

NLI

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

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

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

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

Burt Wealth Advisors's DVY Position: Q4 2019 in Review

Burt Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2019, closing a stake of 142 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in DVY in Q4 2016 and held it in 12 quarters. The position peaked at $97K in Q1 2019. 1,016 funds tracked by Wall St. Rank hold DVY as of Q4 2019.

Burt Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2019 after selling out during the quarter.
Burt Wealth Advisors sold 142 iShares Select Dividend ETF shares in Q4 2019, an estimated $14K.
Burt Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 12 quarters.
Burt Wealth Advisors's iShares Select Dividend ETF position peaked at $97K in Q1 2019.
1,016 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2019.

Based on Burt Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.