Corundum Group’s iShares Select Dividend ETF DVY Stock Holding History

Corundum Group’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 Q2	–	Sell	-3,809	Closed	-$280K	–	63
2020 Q1	$280K	Sell	3,809 -4,144	-52%	-$396K	0.4%	35
2019 Q4	$840K	Buy	7,953 +217	+3%	+$22.4K	0.88%	16
2019 Q3	$789K	Sell	7,736 -4	-0.1%	-$399	0.91%	15
2019 Q2	$771K	Buy	7,740 +38	+0.5%	+$3.75K	0.89%	16
2019 Q1	$756K	Sell	7,702 -7,868	-51%	-$754K	0.86%	16
2018 Q4	$1.39M	Buy	+15,570	New	+$1.49M	1.28%	13
2018 Q2	$688K	Buy	7,041 +2,096	+42%	+$203K	0.85%	14
2018 Q1	$470K	Buy	4,945 +263	+6%	+$25.7K	0.51%	20
2017 Q4	$461K	Sell	4,682 -30	-0.6%	-$2.89K	0.5%	22
2017 Q3	$441	Buy	+4,712	New	+$436K	0.46%	22

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corundum Group's DVY Position: Q2 2020 in Review

Corundum Group sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 3,809 shares — an estimated $280K sold.

Corundum Group first reported a position in DVY in Q3 2017 and held it in 10 quarters. The position peaked at $1.39M in Q4 2018. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

Corundum Group reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Corundum Group sold 3,809 iShares Select Dividend ETF shares in Q2 2020, an estimated $280K.
Corundum Group first reported a position in iShares Select Dividend ETF in Q3 2017 and held it in 10 quarters.
Corundum Group's iShares Select Dividend ETF position peaked at $1.39M in Q4 2018.
883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on Corundum Group's 13F filing for Q2 2020, filed 6 Aug 2020.