First Western Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

First Western Capital 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
2016 Q1	–	Sell	-6,745	Closed	-$507K	–	94
2015 Q4	$507K	Hold	6,745	–	–	0.16%	94
2015 Q3	$491K	Sell	6,745 -712	-10%	-$53.2K	0.16%	97
2015 Q2	$560K	Sell	7,457 -130	-2%	-$10.2K	0.18%	101
2015 Q1	$591K	Hold	7,587	–	–	0.18%	101
2014 Q4	$602K	Hold	7,587	–	–	0.18%	107
2014 Q3	$560K	Buy	+7,587	New	+$572K	0.17%	115

Other funds holding DVY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Western Capital Management's DVY Position: Q1 2016 in Review

First Western Capital Management sold out of iShares Select Dividend ETF (DVY) in Q1 2016, closing a stake of 6,745 shares — an estimated $507K sold.

First Western Capital Management first reported a position in DVY in Q3 2014 and held it in 6 quarters. The position peaked at $602K in Q4 2014. 610 funds tracked by Wall St. Rank hold DVY as of Q1 2016.

First Western Capital Management reported no remaining iShares Select Dividend ETF position as of Q1 2016 after selling out during the quarter.
First Western Capital Management sold 6,745 iShares Select Dividend ETF shares in Q1 2016, an estimated $507K.
First Western Capital Management first reported a position in iShares Select Dividend ETF in Q3 2014 and held it in 6 quarters.
First Western Capital Management's iShares Select Dividend ETF position peaked at $602K in Q4 2014.
610 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.