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GFS Private Wealth’s iShares Select Dividend ETF DVY Stock Holding History

GFS Private Wealth’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
2017
Q4 		$606K Buy
+6,149
New +$592K 0.21% 40

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GFS Private Wealth's DVY Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Select Dividend ETF (DVY) in Q4 2017: 6,149 shares worth $606K. The stake represents 0.21% of the portfolio and ranks #40 among its holdings.

824 funds tracked by Wall St. Rank hold DVY as of Q4 2017.

  • GFS Private Wealth held 6,149 shares of iShares Select Dividend ETF worth $606K as of Q4 2017.
  • iShares Select Dividend ETF was a new GFS Private Wealth position in Q4 2017.
  • iShares Select Dividend ETF made up 0.21% of GFS Private Wealth's portfolio in Q4 2017, its #40 holding.
  • 824 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.