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D'Orazio & Associates’s iShares Select Dividend ETF DVY Stock Holding History

D'Orazio & Associates’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
2017
Q4 		– Sell
-96
Closed -$9K – 327
2017
Q3 		$9K Hold
96
– – ﹤0.01% 200
2017
Q2 		$9K Hold
96
– – ﹤0.01% 235
2017
Q1 		$9K Hold
96
– – ﹤0.01% 223
2016
Q4 		$9K Hold
96
– – ﹤0.01% 209
2016
Q3 		$8K Hold
96
– – ﹤0.01% 205
2016
Q2 		$8K Buy
+96
New +$7.91K ﹤0.01% 218

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D'Orazio & Associates's DVY Position: Q4 2017 in Review

D'Orazio & Associates sold out of iShares Select Dividend ETF (DVY) in Q4 2017, closing a stake of 96 shares — an estimated $9K sold.

D'Orazio & Associates first reported a position in DVY in Q2 2016 and held it in 6 quarters. The position peaked at $9K in Q3 2017. 823 funds tracked by Wall St. Rank hold DVY as of Q4 2017.

  • D'Orazio & Associates reported no remaining iShares Select Dividend ETF position as of Q4 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 96 iShares Select Dividend ETF shares in Q4 2017, an estimated $9K.
  • D'Orazio & Associates first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 6 quarters.
  • D'Orazio & Associates's iShares Select Dividend ETF position peaked at $9K in Q3 2017.
  • 823 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2017.

Based on D'Orazio & Associates's 13F filing for Q4 2017, filed 6 Feb 2018.