Gary Goldberg Planning Services’s iShares Select Dividend ETF DVY Stock Holding History

Gary Goldberg Planning Services’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	$2.44M	Buy	30,690 +1,071	+4%	+$82.7K	1.02%	27
2014 Q3	$2.19M	Buy	29,619 +2,061	+7%	+$155K	0.91%	30
2014 Q2	$2.12M	Buy	27,558 +3,711	+16%	+$277K	0.93%	28
2014 Q1	$1.75M	Buy	23,847 +5,890	+33%	+$418K	0.85%	33
2013 Q4	$1.28M	Sell	17,957 -795	-4%	-$55.3K	0.75%	36
2013 Q3	$1.24M	Buy	18,752 +1,300	+7%	+$86.4K	0.75%	36
2013 Q2	$1.12M	Buy	+17,452	New	+$1.13M	0.71%	33

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Gary Goldberg Planning Services's DVY Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its iShares Select Dividend ETF (DVY) stake by 3.6% in Q4 2014, buying an estimated $82.7K and bringing the position to 30,690 shares worth $2.44M. The position accounts for 1.02% of the portfolio, ranked #27.

Gary Goldberg Planning Services first reported a position in DVY in Q2 2013 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold DVY as of Q4 2014.

Gary Goldberg Planning Services held 30,690 shares of iShares Select Dividend ETF worth $2.44M as of Q4 2014.
Gary Goldberg Planning Services bought 1,071 iShares Select Dividend ETF shares in Q4 2014, an estimated $82.7K.
iShares Select Dividend ETF made up 1.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #27 holding.
Gary Goldberg Planning Services first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 7 quarters since.
589 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.