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Freedom Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Freedom Investment 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
2018
Q3 		– Sell
-76,738
Closed -$7.5M – 922
2018
Q2 		$7.5M Buy
+76,738
New +$7.45M 0.45% 27

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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 $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's DVY Position: Q3 2018 in Review

Freedom Investment Management sold out of iShares Select Dividend ETF (DVY) in Q3 2018, closing a stake of 76,738 shares — an estimated $7.5M sold.

Freedom Investment Management first reported a position in DVY in Q2 2018 and held it in 1 quarter. The position peaked at $7.5M in Q2 2018. 836 funds tracked by Wall St. Rank hold DVY as of Q3 2018.

  • Freedom Investment Management reported no remaining iShares Select Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 76,738 iShares Select Dividend ETF shares in Q3 2018, an estimated $7.5M.
  • Freedom Investment Management first reported a position in iShares Select Dividend ETF in Q2 2018 and held it in 1 quarter.
  • Freedom Investment Management's iShares Select Dividend ETF position peaked at $7.5M in Q2 2018.
  • 836 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.