Doliver Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Doliver 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
2020 Q1	–	Sell	-2,051	Closed	-$217K	–	176
2019 Q4	$217K	Hold	2,051	–	–	0.09%	102
2019 Q3	$207K	Hold	2,051	–	–	0.08%	105
2019 Q2	$204K	Sell	2,051 -500	-20%	-$49.3K	0.08%	110
2019 Q1	$250K	Hold	2,551	–	–	0.1%	84
2018 Q4	$228K	Hold	2,551	–	–	0.11%	110
2018 Q3	$254K	Hold	2,551	–	–	0.1%	124
2018 Q2	$249K	Hold	2,551	–	–	0.1%	152
2018 Q1	$243K	Buy	+2,551	New	+$249K	0.11%	193

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Doliver Advisors's DVY Position: Q1 2020 in Review

Doliver Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 2,051 shares — an estimated $217K sold.

Doliver Advisors first reported a position in DVY in Q1 2018 and held it in 8 quarters. The position peaked at $254K in Q3 2018. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

Doliver Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Doliver Advisors sold 2,051 iShares Select Dividend ETF shares in Q1 2020, an estimated $217K.
Doliver Advisors first reported a position in iShares Select Dividend ETF in Q1 2018 and held it in 8 quarters.
Doliver Advisors's iShares Select Dividend ETF position peaked at $254K in Q3 2018.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Doliver Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.