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Founders Financial Securities’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Founders Financial Securities’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
2019
Q1 		– Sell
-61,748
Closed -$2.31M – 117
2018
Q4 		$2.31M Buy
+61,748
New +$2.35M 0.84% 26

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

Founders Financial Securities's DVYE Position: Q1 2019 in Review

Founders Financial Securities sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2019, closing a stake of 61,748 shares — an estimated $2.31M sold.

Founders Financial Securities first reported a position in DVYE in Q4 2018 and held it in 1 quarter. The position peaked at $2.31M in Q4 2018. 112 funds tracked by Wall St. Rank hold DVYE as of Q1 2019.

  • Founders Financial Securities reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Founders Financial Securities sold 61,748 iShares Emerging Markets Dividend ETF shares in Q1 2019, an estimated $2.31M.
  • Founders Financial Securities first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 1 quarter.
  • Founders Financial Securities's iShares Emerging Markets Dividend ETF position peaked at $2.31M in Q4 2018.
  • 112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2019.

Based on Founders Financial Securities's 13F filing for Q1 2019, filed 25 Apr 2019.