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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 903 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.
  • 903 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.