JWM
DVYE icon

JGP Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

JGP Wealth Management’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-131,894
Closed -$4.94M – 125
2018
Q4 		$4.94M Buy
+131,894
New +$5.03M 2.04% 8

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

JGP Wealth Management's DVYE Position: Q1 2019 in Review

JGP Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2019, closing a stake of 131,894 shares — an estimated $4.94M sold.

JGP Wealth Management first reported a position in DVYE in Q4 2018 and held it in 1 quarter. The position peaked at $4.94M in Q4 2018. 112 funds tracked by Wall St. Rank hold DVYE as of Q1 2019.

  • JGP Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • JGP Wealth Management sold 131,894 iShares Emerging Markets Dividend ETF shares in Q1 2019, an estimated $4.94M.
  • JGP Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 1 quarter.
  • JGP Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $4.94M in Q4 2018.
  • 112 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2019.

Based on JGP Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.