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Dynasty Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Dynasty Wealth Management’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
2018
Q4 		– Sell
-3,444
Closed -$344K – 28
2018
Q3 		$344K Sell
3,444
-12
-0.3% -$1.2K 0.44% 56
2018
Q2 		$338K Hold
3,456
– – 0.7% 38
2018
Q1 		$329K Sell
3,456
-278
-7% -$27.1K 0.14% 39
2017
Q4 		$368K Buy
+3,734
New +$359K 0.64% 49

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Dynasty Wealth Management's DVY Position: Q4 2018 in Review

Dynasty Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 3,444 shares — an estimated $344K sold.

Dynasty Wealth Management first reported a position in DVY in Q4 2017 and held it in 4 quarters. The position peaked at $368K in Q4 2017. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

  • Dynasty Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,444 iShares Select Dividend ETF shares in Q4 2018, an estimated $344K.
  • Dynasty Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's iShares Select Dividend ETF position peaked at $368K in Q4 2017.
  • 879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.