Catamount Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Catamount Wealth 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 Q1	$71K	Hold	722	–	–	0.04%	75
2018 Q4	$69K	Hold	722	–	–	0.05%	60
2018 Q3	$72K	Hold	722	–	–	0.03%	69
2018 Q2	$72K	Hold	722	–	–	0.03%	66
2018 Q1	$69K	Hold	722	–	–	0.04%	69
2017 Q4	$71K	Hold	722	–	–	0.04%	66
2017 Q3	$68K	Hold	722	–	–	0.04%	65
2017 Q2	$67K	Hold	722	–	–	0.04%	76
2017 Q1	$66K	Buy	722 +500	+225%	+$45.3K	0.05%	69
2016 Q4	$20K	Hold	222	–	–	0.02%	100
2016 Q3	$19K	Buy	+222	New	+$19.2K	0.02%	98
2015 Q4	–	Sell	-294	Closed	-$21K	–	132
2015 Q3	$21K	Hold	294	–	–	0.02%	76
2015 Q2	$22K	Hold	294	–	–	0.02%	89
2015 Q1	$23K	Hold	294	–	–	0.02%	78
2014 Q4	$23K	Buy	+294	New	+$22.7K	0.02%	66

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

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

Catamount Wealth Management's DVY Position: Q1 2019 in Review

Catamount Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2019 at 722 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #75.

Catamount Wealth Management first reported a position in DVY in Q4 2014 and has held it in 15 quarters since. The position peaked at $72K in Q3 2018. 903 funds tracked by Wall St. Rank hold DVY as of Q1 2019.

Catamount Wealth Management held 722 shares of iShares Select Dividend ETF worth $71K as of Q1 2019.
Catamount Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2019.
iShares Select Dividend ETF made up 0.04% of Catamount Wealth Management's portfolio in Q1 2019, its #75 holding.
Catamount Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 15 quarters since.
Catamount Wealth Management's iShares Select Dividend ETF position peaked at $72K in Q3 2018.
903 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.