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

IPG 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
2016 Q4	–	Sell	-2,259	Closed	-$194K	–	135
2016 Q3	$194K	Buy	+2,259	New	+$195K	0.08%	108
2016 Q2	–	Sell	-3,309	Closed	-$270K	–	120
2016 Q1	$270K	Hold	3,309	–	–	0.12%	85
2015 Q4	$249K	Hold	3,309	–	–	0.11%	95
2015 Q3	$241K	Buy	+3,309	New	+$247K	0.11%	103
2014 Q4	–	Sell	-3,242	Closed	-$239K	–	124
2014 Q3	$239K	Buy	+3,242	New	+$244K	0.09%	82

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IPG Investment Advisors's DVY Position: Q4 2016 in Review

IPG Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2016, closing a stake of 2,259 shares — an estimated $194K sold.

IPG Investment Advisors first reported a position in DVY in Q3 2014 and held it in 5 quarters. The position peaked at $270K in Q1 2016. 702 funds tracked by Wall St. Rank hold DVY as of Q4 2016.

IPG Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2016 after selling out during the quarter.
IPG Investment Advisors sold 2,259 iShares Select Dividend ETF shares in Q4 2016, an estimated $194K.
IPG Investment Advisors first reported a position in iShares Select Dividend ETF in Q3 2014 and held it in 5 quarters.
IPG Investment Advisors's iShares Select Dividend ETF position peaked at $270K in Q1 2016.
702 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2016.

Based on IPG Investment Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.