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

Essex Private 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
2020 Q2	–	Sell	-7,576	Closed	-$557K	–	58
2020 Q1	$557K	Sell	7,576 -347	-4%	-$33.2K	0.73%	29
2019 Q4	$837K	Buy	+7,923	New	+$816K	0.85%	27

Other funds holding DVY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex Private Wealth Management's DVY Position: Q2 2020 in Review

Essex Private Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 7,576 shares — an estimated $557K sold.

Essex Private Wealth Management first reported a position in DVY in Q4 2019 and held it in 2 quarters. The position peaked at $837K in Q4 2019. 884 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

Essex Private Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Essex Private Wealth Management sold 7,576 iShares Select Dividend ETF shares in Q2 2020, an estimated $557K.
Essex Private Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 2 quarters.
Essex Private Wealth Management's iShares Select Dividend ETF position peaked at $837K in Q4 2019.
884 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on Essex Private Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.