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

Executive 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
2019
Q3 		– Sell
-1,121
Closed -$112K – 311
2019
Q2 		$112K Buy
1,121
+1,060
+1,738% +$105K 0.02% 207
2019
Q1 		$6K Hold
61
– – ﹤0.01% 615
2018
Q4 		$5K Buy
+61
New +$5.84K ﹤0.01% 665

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Executive Wealth Management's DVY Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q3 2019, closing a stake of 1,121 shares — an estimated $112K sold.

Executive Wealth Management first reported a position in DVY in Q4 2018 and held it in 3 quarters. The position peaked at $112K in Q2 2019. 916 funds tracked by Wall St. Rank hold DVY as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,121 iShares Select Dividend ETF shares in Q3 2019, an estimated $112K.
  • Executive Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Select Dividend ETF position peaked at $112K in Q2 2019.
  • 916 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.