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Ipswich Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Ipswich Investment Management’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
Q1 		– Sell
-120
Closed -$11K – 234
2018
Q4 		$11K Buy
+120
New +$11.5K ﹤0.01% 364
2016
Q2 		– Sell
-120
Closed -$10K – 200
2016
Q1 		$10K Buy
+120
New +$9.16K ﹤0.01% 329

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Ipswich Investment Management's DVY Position: Q1 2019 in Review

Ipswich Investment Management sold out of iShares Select Dividend ETF (DVY) in Q1 2019, closing a stake of 120 shares — an estimated $11K sold.

Ipswich Investment Management first reported a position in DVY in Q1 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2018. 904 funds tracked by Wall St. Rank hold DVY as of Q1 2019.

  • Ipswich Investment Management reported no remaining iShares Select Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 120 iShares Select Dividend ETF shares in Q1 2019, an estimated $11K.
  • Ipswich Investment Management first reported a position in iShares Select Dividend ETF in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's iShares Select Dividend ETF position peaked at $11K in Q4 2018.
  • 904 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.