Kavar Capital Partners Group’s iShares Select Dividend ETF DVY Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-997	Closed	-$99K	–	221
2019 Q2	$99K	Buy	+997	New	+$98.4K	0.04%	166
2018 Q3	–	Sell	-997	Closed	-$97K	–	178
2018 Q2	$97K	Hold	997	–	–	0.05%	145
2018 Q1	$95K	Buy	+997	New	+$97.4K	0.05%	150
2016 Q1	–	Sell	-1,162	Closed	-$87K	–	165
2015 Q4	$87K	Buy	1,162 +125	+12%	+$9.5K	0.06%	137
2015 Q3	$75K	Buy	1,037 +40	+4%	+$2.99K	0.05%	151
2015 Q2	$74K	Buy	+997	New	+$77.9K	0.05%	160
2014 Q2	–	Sell	-1,577	Closed	-$115K	–	205
2014 Q1	$115K	Hold	1,577	–	–	0.1%	150
2013 Q4	$112K	Buy	+1,577	New	+$110K	0.1%	144

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kavar Capital Partners Group's DVY Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of iShares Select Dividend ETF (DVY) in Q3 2019, closing a stake of 997 shares — an estimated $99K sold.

Kavar Capital Partners Group first reported a position in DVY in Q4 2013 and held it in 8 quarters. The position peaked at $115K in Q1 2014. 916 funds tracked by Wall St. Rank hold DVY as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 997 iShares Select Dividend ETF shares in Q3 2019, an estimated $99K.
Kavar Capital Partners Group first reported a position in iShares Select Dividend ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's iShares Select Dividend ETF position peaked at $115K in Q1 2014.
916 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.