FundX Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

FundX Investment Group’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
2019 Q1	–	Sell	-45,949	Closed	-$4.1M	–	51
2018 Q4	$4.1M	Buy	+45,949	New	+$4.4M	1.53%	17
2017 Q2	–	Sell	-14,814	Closed	-$1.35M	–	42
2017 Q1	$1.35M	Sell	14,814 -490,850	-97%	-$44.4M	0.57%	23
2016 Q4	$44.8M	Sell	505,664 -31,800	-6%	-$2.74M	15.68%	1
2016 Q3	$46.1M	Sell	537,464 -2,611	-0.5%	-$225K	11.78%	1
2016 Q2	$46.1M	Buy	540,075 +29,633	+6%	+$2.44M	11.51%	2
2016 Q1	$41.7M	Buy	+510,442	New	+$39M	10.38%	3

Other funds holding DVY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NLI

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

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

FundX Investment Group's DVY Position: Q1 2019 in Review

FundX Investment Group sold out of iShares Select Dividend ETF (DVY) in Q1 2019, closing a stake of 45,949 shares — an estimated $4.1M sold.

FundX Investment Group first reported a position in DVY in Q1 2016 and held it in 6 quarters. The position peaked at $46.1M in Q2 2016. 903 funds tracked by Wall St. Rank hold DVY as of Q1 2019.

FundX Investment Group reported no remaining iShares Select Dividend ETF position as of Q1 2019 after selling out during the quarter.
FundX Investment Group sold 45,949 iShares Select Dividend ETF shares in Q1 2019, an estimated $4.1M.
FundX Investment Group first reported a position in iShares Select Dividend ETF in Q1 2016 and held it in 6 quarters.
FundX Investment Group's iShares Select Dividend ETF position peaked at $46.1M in Q2 2016.
903 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2019.

Based on FundX Investment Group's 13F filing for Q1 2019, filed 10 May 2019.