Clear Perspective Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Clear Perspective Advisors’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
2020 Q3	–	Sell	-5,127	Closed	-$414K	–	138
2020 Q2	$414K	Sell	5,127 -1,025	-17%	-$81.9K	0.23%	80
2020 Q1	$452K	Sell	6,152 -150	-2%	-$14.3K	0.3%	66
2019 Q4	$666K	Sell	6,302 -101	-2%	-$10.4K	0.41%	60
2019 Q3	$653K	Sell	6,403 -50	-0.8%	-$4.99K	0.3%	71
2019 Q2	$642K	Sell	6,453 -65	-1%	-$6.41K	0.41%	63
2019 Q1	$640K	Hold	6,518	–	–	0.45%	62
2018 Q4	$582K	Sell	6,518 -221	-3%	-$21.2K	0.48%	64
2018 Q3	$672K	Hold	6,739	–	–	0.5%	61
2018 Q2	$659K	Sell	6,739 -1,575	-19%	-$153K	0.46%	63
2018 Q1	$791K	Sell	8,314 -134	-2%	-$13.1K	0.59%	40
2017 Q4	$833K	Sell	8,448 -3,130	-27%	-$301K	0.64%	36
2017 Q3	$1.08M	Buy	11,578 +1,173	+11%	+$108K	0.89%	25
2017 Q2	$959K	Buy	10,405 +910	+10%	+$83.7K	0.81%	36
2017 Q1	$865K	Buy	9,495 +2,878	+43%	+$261K	0.57%	43
2016 Q4	$586K	Buy	+6,617	New	+$570K	0.39%	64

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clear Perspective Advisors's DVY Position: Q3 2020 in Review

Clear Perspective Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2020, closing a stake of 5,127 shares — an estimated $414K sold.

Clear Perspective Advisors first reported a position in DVY in Q4 2016 and held it in 15 quarters. The position peaked at $1.08M in Q3 2017. 858 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

Clear Perspective Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Clear Perspective Advisors sold 5,127 iShares Select Dividend ETF shares in Q3 2020, an estimated $414K.
Clear Perspective Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 15 quarters.
Clear Perspective Advisors's iShares Select Dividend ETF position peaked at $1.08M in Q3 2017.
858 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Clear Perspective Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.