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Hochman Cole Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Hochman Cole Investment Advisors’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
2021
Q3 		$940K Sell
8,196
-509
-6% -$59.5K 0.37% 50
2021
Q2 		$1.01M Sell
8,705
-26
-0.3% -$3.09K 0.41% 47
2021
Q1 		$996K Sell
8,731
-873
-9% -$92.3K 0.42% 44
2020
Q4 		$924K Buy
9,604
+3
+0% +$272 0.4% 44
2020
Q3 		$783K Buy
9,601
+294
+3% +$24.5K 0.39% 46
2020
Q2 		$751K Sell
9,307
-1,804
-16% -$144K 0.41% 47
2020
Q1 		$817K Sell
11,111
-72
-0.6% -$6.88K 0.56% 40
2019
Q4 		$1.18M Sell
11,183
-1,019
-8% -$105K 0.64% 38
2019
Q3 		$1.24M Buy
12,202
+1,622
+15% +$162K 0.78% 33
2019
Q2 		$1.05M Buy
10,580
+110
+1% +$10.9K 0.63% 37
2019
Q1 		$1.03M Buy
10,470
+53
+0.5% +$5.08K 0.61% 38
2018
Q4 		$930K Sell
10,417
-129
-1% -$12.4K 0.64% 35
2018
Q3 		$1.05M Sell
10,546
-209
-2% -$21K 0.66% 34
2018
Q2 		$1.05M Sell
10,755
-101
-0.9% -$9.8K 0.69% 36
2018
Q1 		$1.03M Sell
10,856
-4,538
-29% -$443K 0.72% 35
2017
Q4 		$1.52M Sell
15,394
-1,069
-6% -$103K 0.96% 30
2017
Q3 		$1.54M Sell
16,463
-374
-2% -$34.6K 1.01% 29
2017
Q2 		$1.55M Sell
16,837
-1,161
-6% -$107K 1.07% 26
2017
Q1 		$1.64M Sell
17,998
-1,488
-8% -$135K 1.19% 26
2016
Q4 		$1.73M Buy
19,486
+566
+3% +$48.7K 1.25% 26
2016
Q3 		$1.62M Buy
18,920
+6,589
+53% +$569K 1.21% 25
2016
Q2 		$1.05M Buy
12,331
+244
+2% +$20.1K 0.86% 32
2016
Q1 		$987K Buy
12,087
+40
+0.3% +$3.05K 0.84% 33
2015
Q4 		$905K Buy
+12,047
New +$916K 0.77% 37

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hochman Cole Investment Advisors's DVY Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 5.8% in Q3 2021, selling an estimated $59.5K and leaving 8,196 shares worth $940K. The position accounts for 0.37% of the portfolio, ranked #50.

Hochman Cole Investment Advisors first reported a position in DVY in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.73M in Q4 2016. 1,030 funds tracked by Wall St. Rank hold DVY as of Q3 2021.

  • Hochman Cole Investment Advisors held 8,196 shares of iShares Select Dividend ETF worth $940K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 509 iShares Select Dividend ETF shares in Q3 2021, an estimated $59.5K.
  • iShares Select Dividend ETF made up 0.37% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #50 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Select Dividend ETF position peaked at $1.73M in Q4 2016.
  • 1,030 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.