Efficient Market Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Efficient Market 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
2016 Q1	–	Sell	-34	Closed	-$3K	–	67
2015 Q4	$3K	Buy	34 +8	+31%	+$608	﹤0.01%	155
2015 Q3	$2K	Hold	26	–	–	﹤0.01%	140
2015 Q2	$2K	Hold	26	–	–	﹤0.01%	130
2015 Q1	$2K	Hold	26	–	–	﹤0.01%	130
2014 Q4	$2K	Buy	+26	New	+$2.01K	﹤0.01%	130
2013 Q4	–	Sell	-850	Closed	-$56K	–	149
2013 Q3	$56K	Hold	850	–	–	0.02%	64
2013 Q2	$54K	Buy	+850	New	+$55K	0.02%	59

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NLI

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Efficient Market Advisors's DVY Position: Q1 2016 in Review

Efficient Market Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2016, closing a stake of 34 shares — an estimated $3K sold.

Efficient Market Advisors first reported a position in DVY in Q2 2013 and held it in 7 quarters. The position peaked at $56K in Q3 2013. 612 funds tracked by Wall St. Rank hold DVY as of Q1 2016.

Efficient Market Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 34 iShares Select Dividend ETF shares in Q1 2016, an estimated $3K.
Efficient Market Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 7 quarters.
Efficient Market Advisors's iShares Select Dividend ETF position peaked at $56K in Q3 2013.
612 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.