FinTrust Investment Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$311K	Hold	3,265	–	–	0.28%	70
2017 Q4	$322K	Buy	3,265 +125	+4%	+$12K	0.28%	74
2017 Q3	$294K	Buy	+3,140	New	+$290K	0.28%	83
2013 Q3	$509K	Sell	7,669 -125	-2%	-$8.31K	1.05%	23
2013 Q2	$499K	Buy	+7,794	New	+$504K	0.86%	31

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

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

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

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

NLI

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FinTrust Investment Advisory Services's DVY Position: Q1 2018 in Review

FinTrust Investment Advisory Services held its iShares Select Dividend ETF (DVY) position steady in Q1 2018 at 3,265 shares worth $311K. The position accounts for 0.28% of the portfolio, ranked #70.

FinTrust Investment Advisory Services first reported a position in DVY in Q2 2013 and has held it in 5 quarters since. The position peaked at $509K in Q3 2013. 818 funds tracked by Wall St. Rank hold DVY as of Q1 2018.

FinTrust Investment Advisory Services held 3,265 shares of iShares Select Dividend ETF worth $311K as of Q1 2018.
FinTrust Investment Advisory Services left its iShares Select Dividend ETF share count unchanged in Q1 2018.
iShares Select Dividend ETF made up 0.28% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #70 holding.
FinTrust Investment Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's iShares Select Dividend ETF position peaked at $509K in Q3 2013.
818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.