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Doyle Wealth Management’s Northern Trust International Quality Dividend ETF IQDF Stock Holding History

Doyle Wealth Management’s Portfolio IQDF Stock Details IQDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-183
Closed -$4K – 460
2019
Q2 		$4K Buy
+183
New +$4.22K ﹤0.01% 752
2019
Q1 		– Sell
-183
Closed -$4K – 443
2018
Q4 		$4K Buy
+183
New +$4.08K ﹤0.01% 750

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Doyle Wealth Management's IQDF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Northern Trust International Quality Dividend ETF (IQDF) in Q3 2019, closing a stake of 183 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in IQDF in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 75 funds tracked by Wall St. Rank hold IQDF as of Q3 2019.

  • Doyle Wealth Management reported no remaining Northern Trust International Quality Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 183 Northern Trust International Quality Dividend ETF shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in Northern Trust International Quality Dividend ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Northern Trust International Quality Dividend ETF position peaked at $4K in Q2 2019.
  • 75 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.