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Founders Bank & Trust’s iShares Select Dividend ETF DVY Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$2.75M Buy
34,580
+634
+2% +$49K 1.44% 14
2014
Q3 		$2.51M Buy
33,946
+1,745
+5% +$132K 1.41% 13
2014
Q2 		$2.48M Sell
32,201
-1,295
-4% -$96.8K 1.37% 14
2014
Q1 		$2.46M Buy
33,496
+813
+2% +$57.7K 1.43% 13
2013
Q4 		$2.21M Sell
32,683
-354
-1% -$24.6K 1.28% 14
2013
Q3 		$2.19M Sell
33,037
-2,596
-7% -$173K 1.12% 15
2013
Q2 		$2.28M Buy
+35,633
New +$2.31M 1.22% 15

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Founders Bank & Trust's DVY Position: Q4 2014 in Review

Founders Bank & Trust increased its iShares Select Dividend ETF (DVY) stake by 1.9% in Q4 2014, buying an estimated $49K and bringing the position to 34,580 shares worth $2.75M. The position accounts for 1.44% of the portfolio, ranked #14.

Founders Bank & Trust first reported a position in DVY in Q2 2013 and has held it in 7 quarters since. 591 funds tracked by Wall St. Rank hold DVY as of Q4 2014.

  • Founders Bank & Trust held 34,580 shares of iShares Select Dividend ETF worth $2.75M as of Q4 2014.
  • Founders Bank & Trust bought 634 iShares Select Dividend ETF shares in Q4 2014, an estimated $49K.
  • iShares Select Dividend ETF made up 1.44% of Founders Bank & Trust's portfolio in Q4 2014, its #14 holding.
  • Founders Bank & Trust first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 7 quarters since.
  • 591 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.