Clear Perspective Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Clear Perspective Advisors’s Portfolio DVYE Stock Details DVYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-475	Closed	-$19K	–	216
2018 Q2	$19K	Hold	475	–	–	0.01%	316
2018 Q1	$21K	Sell	475 -51	-10%	-$2.24K	0.02%	305
2017 Q4	$22K	Hold	526	–	–	0.02%	285
2017 Q3	$22K	Buy	526 +6	+1%	+$252	0.02%	280
2017 Q2	$21K	Buy	+520	New	+$20.9K	0.02%	285

Other funds holding DVYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EWM

Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspective Advisors's DVYE Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2018, closing a stake of 475 shares — an estimated $19K sold.

Clear Perspective Advisors first reported a position in DVYE in Q2 2017 and held it in 5 quarters. The position peaked at $22K in Q4 2017. 87 funds tracked by Wall St. Rank hold DVYE as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 475 iShares Emerging Markets Dividend ETF shares in Q3 2018, an estimated $19K.
Clear Perspective Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q2 2017 and held it in 5 quarters.
Clear Perspective Advisors's iShares Emerging Markets Dividend ETF position peaked at $22K in Q4 2017.
87 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.