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Cypress Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Cypress Wealth 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
2019
Q1 		$657K Hold
6,695
– – 0.75% 42
2018
Q4 		$598K Hold
6,695
– – 0.82% 39
2018
Q3 		$668K Buy
+6,695
New +$671K 0.7% 44

Other funds holding DVY

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

Cypress Wealth Advisors's DVY Position: Q1 2019 in Review

Cypress Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2019 at 6,695 shares worth $657K. The position accounts for 0.75% of the portfolio, ranked #42.

Cypress Wealth Advisors first reported a position in DVY in Q3 2018 and has held it in 3 quarters since. The position peaked at $668K in Q3 2018. 903 funds tracked by Wall St. Rank hold DVY as of Q1 2019.

  • Cypress Wealth Advisors held 6,695 shares of iShares Select Dividend ETF worth $657K as of Q1 2019.
  • Cypress Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2019.
  • iShares Select Dividend ETF made up 0.75% of Cypress Wealth Advisors's portfolio in Q1 2019, its #42 holding.
  • Cypress Wealth Advisors first reported a position in iShares Select Dividend ETF in Q3 2018 and has held it in 3 quarters since.
  • Cypress Wealth Advisors's iShares Select Dividend ETF position peaked at $668K in Q3 2018.
  • 903 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.