CWSR
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Chessman Wealth Strategies RIA’s iShares Select Dividend ETF DVY Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-102
Closed -$10K – 62
2018
Q3 		$10K Buy
+102
New +$10.2K 0.01% 129

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Chessman Wealth Strategies RIA's DVY Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 102 shares — an estimated $10K sold.

Chessman Wealth Strategies RIA first reported a position in DVY in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 102 iShares Select Dividend ETF shares in Q4 2018, an estimated $10K.
  • Chessman Wealth Strategies RIA first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's iShares Select Dividend ETF position peaked at $10K in Q3 2018.
  • 879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.