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

Edge 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
2018 Q2	$928K	Hold	9,498	–	–	0.08%	172
2018 Q1	$903K	Hold	9,498	–	–	0.09%	175
2017 Q4	$936K	Hold	9,498	–	–	0.09%	167
2017 Q3	$889K	Hold	9,498	–	–	0.1%	161
2017 Q2	$875K	Hold	9,498	–	–	0.1%	169
2017 Q1	$865K	Hold	9,498	–	–	0.11%	169
2016 Q4	$841K	Buy	+9,498	New	+$818K	0.11%	161

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Advisors's DVY Position: Q2 2018 in Review

Edge Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2018 at 9,498 shares worth $928K. The position accounts for 0.08% of the portfolio, ranked #172.

Edge Advisors first reported a position in DVY in Q4 2016 and has held it in 7 quarters since. The position peaked at $936K in Q4 2017. 818 funds tracked by Wall St. Rank hold DVY as of Q2 2018.

Edge Advisors held 9,498 shares of iShares Select Dividend ETF worth $928K as of Q2 2018.
Edge Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2018.
iShares Select Dividend ETF made up 0.08% of Edge Advisors's portfolio in Q2 2018, its #172 holding.
Edge Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares Select Dividend ETF position peaked at $936K in Q4 2017.
818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.