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Independent Portfolio Consultants’s iShares Select Dividend ETF DVY Stock Holding History

Independent Portfolio Consultants’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
Q2 		$224K Sell
2,430
-1,220
-33% -$112K 0.09% 272
2017
Q1 		$333K Buy
+3,650
New +$331K 0.12% 263

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Independent Portfolio Consultants's DVY Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Select Dividend ETF (DVY) stake by 33% in Q2 2017, selling an estimated $112K and leaving 2,430 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #272.

Independent Portfolio Consultants first reported a position in DVY in Q1 2017 and has held it in 2 quarters since. The position peaked at $333K in Q1 2017. 706 funds tracked by Wall St. Rank hold DVY as of Q2 2017.

  • Independent Portfolio Consultants held 2,430 shares of iShares Select Dividend ETF worth $224K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,220 iShares Select Dividend ETF shares in Q2 2017, an estimated $112K.
  • iShares Select Dividend ETF made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #272 holding.
  • Independent Portfolio Consultants first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's iShares Select Dividend ETF position peaked at $333K in Q1 2017.
  • 706 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.