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Kabarec Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Kabarec Financial 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
2018
Q2 		$7K Sell
72
-161
-69% -$15.6K 0.01% 76
2018
Q1 		$22K Hold
233
– – 0.01% 60
2017
Q4 		$23K Buy
+233
New +$22.4K 0.01% 62

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kabarec Financial Advisors's DVY Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its iShares Select Dividend ETF (DVY) stake by 69% in Q2 2018, selling an estimated $15.6K and leaving 72 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #76.

Kabarec Financial Advisors first reported a position in DVY in Q4 2017 and has held it in 3 quarters since. The position peaked at $23K in Q4 2017. 818 funds tracked by Wall St. Rank hold DVY as of Q2 2018.

  • Kabarec Financial Advisors held 72 shares of iShares Select Dividend ETF worth $7K as of Q2 2018.
  • Kabarec Financial Advisors sold 161 iShares Select Dividend ETF shares in Q2 2018, an estimated $15.6K.
  • iShares Select Dividend ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #76 holding.
  • Kabarec Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's iShares Select Dividend ETF position peaked at $23K in Q4 2017.
  • 818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.