Cardan Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Cardan Capital Partners’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 Q1	–	Sell	-22,300	Closed	-$1.99M	–	173
2018 Q4	$1.99M	Buy	22,300 +476	+2%	+$45.6K	0.35%	70
2018 Q3	$2.18M	Sell	21,824 -238	-1%	-$23.9K	0.34%	70
2018 Q2	$2.16M	Sell	22,062 -596	-3%	-$57.8K	0.35%	68
2018 Q1	$2.15M	Buy	22,658 +508	+2%	+$49.6K	0.36%	66
2017 Q4	$2.18M	Buy	22,150 +121	+0.5%	+$11.6K	0.41%	66
2017 Q3	$2.06M	Sell	22,029 -123	-0.6%	-$11.4K	0.41%	68
2017 Q2	$2.04M	Buy	22,152 +781	+4%	+$71.8K	0.4%	68
2017 Q1	$1.95M	Buy	21,371 +1,490	+7%	+$135K	0.41%	67
2016 Q4	$1.76M	Buy	19,881 +527	+3%	+$45.4K	0.39%	69
2016 Q3	$1.66M	Buy	19,354 +556	+3%	+$48K	0.37%	68
2016 Q2	$1.6M	Buy	+18,798	New	+$1.55M	0.39%	66

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

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

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

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

NLI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cardan Capital Partners's DVY Position: Q1 2019 in Review

Cardan Capital Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2019, closing a stake of 22,300 shares — an estimated $1.99M sold.

Cardan Capital Partners first reported a position in DVY in Q2 2016 and held it in 11 quarters. The position peaked at $2.18M in Q4 2017. 904 funds tracked by Wall St. Rank hold DVY as of Q1 2019.

Cardan Capital Partners reported no remaining iShares Select Dividend ETF position as of Q1 2019 after selling out during the quarter.
Cardan Capital Partners sold 22,300 iShares Select Dividend ETF shares in Q1 2019, an estimated $1.99M.
Cardan Capital Partners first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 11 quarters.
Cardan Capital Partners's iShares Select Dividend ETF position peaked at $2.18M in Q4 2017.
904 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2019.

Based on Cardan Capital Partners's 13F filing for Q1 2019, filed 9 Apr 2019.