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Calton & Associates’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Calton & Associates’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,512
Closed -$68K – 574
2017
Q4 		$68K Buy
+1,512
New +$62.8K 0.02% 580

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Calton & Associates's DVYE Position: Q1 2018 in Review

Calton & Associates sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2018, closing a stake of 1,512 shares — an estimated $68K sold.

Calton & Associates first reported a position in DVYE in Q4 2017 and held it in 1 quarter. The position peaked at $68K in Q4 2017. 92 funds tracked by Wall St. Rank hold DVYE as of Q1 2018.

  • Calton & Associates reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,512 iShares Emerging Markets Dividend ETF shares in Q1 2018, an estimated $68K.
  • Calton & Associates first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Emerging Markets Dividend ETF position peaked at $68K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.