FANJ
DVYE icon

Financial Architects (New Jersey)’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Financial Architects (New Jersey)’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,850
Closed -$142K – 269
2013
Q3 		$142K Sell
2,850
-250
-8% -$12.2K 0.09% 150
2013
Q2 		$148K Buy
+3,100
New +$161K 0.11% 135

Other funds holding DVYE

BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
IT
Investors Trust Dallas, Texas $32M AUM 1.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Financial Architects (New Jersey)'s DVYE Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2013, closing a stake of 2,850 shares — an estimated $142K sold.

Financial Architects (New Jersey) first reported a position in DVYE in Q2 2013 and held it in 2 quarters. The position peaked at $148K in Q2 2013. 35 funds tracked by Wall St. Rank hold DVYE as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,850 iShares Emerging Markets Dividend ETF shares in Q4 2013, an estimated $142K.
  • Financial Architects (New Jersey) first reported a position in iShares Emerging Markets Dividend ETF in Q2 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s iShares Emerging Markets Dividend ETF position peaked at $148K in Q2 2013.
  • 35 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.