Hefty Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Hefty Wealth Partners’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 Q1	$40K	Sell	416 -118	-22%	-$11.5K	0.03%	151
2017 Q4	$53K	Buy	534 +212	+66%	+$20.4K	0.03%	141
2017 Q3	$30K	Buy	+322	New	+$29.8K	0.02%	148
2017 Q2	–	Sell	-732	Closed	-$66K	–	248
2017 Q1	$66K	Buy	+732	New	+$66.3K	0.05%	111
2016 Q4	–	Sell	-674	Closed	-$57K	–	237
2016 Q3	$57K	Hold	674	–	–	0.04%	115
2016 Q2	$57K	Buy	674 +56	+9%	+$4.61K	0.05%	100
2016 Q1	$50K	Buy	+618	New	+$47.2K	0.05%	102

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hefty Wealth Partners's DVY Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 22% in Q1 2018, selling an estimated $11.5K and leaving 416 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #151.

Hefty Wealth Partners first reported a position in DVY in Q1 2016 and has held it in 7 quarters since. The position peaked at $66K in Q1 2017. 817 funds tracked by Wall St. Rank hold DVY as of Q1 2018.

Hefty Wealth Partners held 416 shares of iShares Select Dividend ETF worth $40K as of Q1 2018.
Hefty Wealth Partners sold 118 iShares Select Dividend ETF shares in Q1 2018, an estimated $11.5K.
iShares Select Dividend ETF made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #151 holding.
Hefty Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2016 and has held it in 7 quarters since.
Hefty Wealth Partners's iShares Select Dividend ETF position peaked at $66K in Q1 2017.
817 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.