Cypress Wealth Services’s iShares International Select Dividend ETF IDV Stock Holding History

Cypress Wealth Services’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9,084	Closed	-$296K	–	235
2018 Q3	$296K	Buy	9,084 +156	+2%	+$5.1K	0.11%	167
2018 Q2	$286K	Sell	8,928 -96	-1%	-$3.21K	0.11%	167
2018 Q1	$298K	Sell	9,024 -884	-9%	-$30.1K	0.13%	140
2017 Q4	$335K	Buy	+9,908	New	+$332K	0.14%	135

Other funds holding IDV

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Cypress Wealth Services's IDV Position: Q4 2018 in Review

Cypress Wealth Services sold out of iShares International Select Dividend ETF (IDV) in Q4 2018, closing a stake of 9,084 shares — an estimated $296K sold.

Cypress Wealth Services first reported a position in IDV in Q4 2017 and held it in 4 quarters. The position peaked at $335K in Q4 2017. 379 funds tracked by Wall St. Rank hold IDV as of Q4 2018.

Cypress Wealth Services reported no remaining iShares International Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Services sold 9,084 iShares International Select Dividend ETF shares in Q4 2018, an estimated $296K.
Cypress Wealth Services first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 4 quarters.
Cypress Wealth Services's iShares International Select Dividend ETF position peaked at $335K in Q4 2017.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.