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Dana Investment Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Dana Investment 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
2019
Q4 		– Sell
-6,306
Closed -$236K – 291
2019
Q3 		$236K Hold
6,306
– – 0.01% 250
2019
Q2 		$257K Buy
6,306
+462
+8% +$18.5K 0.01% 264
2019
Q1 		$235K Hold
5,844
– – 0.01% 262
2018
Q4 		$219K Buy
+5,844
New +$223K 0.01% 261

Other funds holding DVYE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dana Investment Advisors's DVYE Position: Q4 2019 in Review

Dana Investment Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2019, closing a stake of 6,306 shares — an estimated $236K sold.

Dana Investment Advisors first reported a position in DVYE in Q4 2018 and held it in 4 quarters. The position peaked at $257K in Q2 2019. 121 funds tracked by Wall St. Rank hold DVYE as of Q4 2019.

  • Dana Investment Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Dana Investment Advisors sold 6,306 iShares Emerging Markets Dividend ETF shares in Q4 2019, an estimated $236K.
  • Dana Investment Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 4 quarters.
  • Dana Investment Advisors's iShares Emerging Markets Dividend ETF position peaked at $257K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2019.

Based on Dana Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.