DFIM
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Detwiler Fenton Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Detwiler Fenton Investment Management’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
2013
Q4 		– Sell
-7,997
Closed -$290K – 120
2013
Q3 		$290K Sell
7,997
-978
-11% -$33.8K 0.26% 88
2013
Q2 		$286K Buy
+8,975
New +$309K 0.29% 79

Other funds holding IDV

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.42% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

Detwiler Fenton Investment Management's IDV Position: Q4 2013 in Review

Detwiler Fenton Investment Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2013, closing a stake of 7,997 shares — an estimated $290K sold.

Detwiler Fenton Investment Management first reported a position in IDV in Q2 2013 and held it in 2 quarters. The position peaked at $290K in Q3 2013. 201 funds tracked by Wall St. Rank hold IDV as of Q4 2013.

  • Detwiler Fenton Investment Management reported no remaining iShares International Select Dividend ETF position as of Q4 2013 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 7,997 iShares International Select Dividend ETF shares in Q4 2013, an estimated $290K.
  • Detwiler Fenton Investment Management first reported a position in iShares International Select Dividend ETF in Q2 2013 and held it in 2 quarters.
  • Detwiler Fenton Investment Management's iShares International Select Dividend ETF position peaked at $290K in Q3 2013.
  • 201 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2013.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.