IP
DVY icon

Intellectus Partners’s iShares Select Dividend ETF DVY Stock Holding History

Intellectus 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
2019
Q2 		– Sell
-1,884
Closed -$185K – 241
2019
Q1 		$185K Buy
+1,884
New +$180K 0.08% 191
2018
Q4 		– Sell
-1,884
Closed -$190K – 320
2018
Q3 		$190K Hold
1,884
– – 0.07% 240
2018
Q2 		$186K Hold
1,884
– – 0.07% 227
2018
Q1 		$179K Hold
1,884
– – 0.06% 232
2017
Q4 		$186K Hold
1,884
– – 0.07% 227
2017
Q3 		$176K Hold
1,884
– – 0.07% 242
2017
Q2 		$174K Buy
+1,884
New +$173K 0.08% 220

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return