KCM Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

KCM Investment Advisors’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-11,384	Closed	-$302K	–	543
2017 Q1	$302K	Hold	11,384	–	–	0.02%	432
2016 Q4	$281K	Hold	11,384	–	–	0.02%	452
2016 Q3	$252K	Sell	11,384 -1,767	-13%	-$38.2K	0.02%	477
2016 Q2	$268K	Buy	13,151 +17	+0.1%	+$351	0.02%	444
2016 Q1	$273K	Buy	13,134 +328	+3%	+$6.46K	0.02%	432
2015 Q4	$265K	Hold	12,806	–	–	0.02%	438
2015 Q3	$261K	Buy	12,806 +1,422	+12%	+$30.8K	0.02%	442
2015 Q2	$250K	Buy	+11,384	New	+$257K	0.02%	471

Other funds holding RDVY

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

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

SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM Investment Advisors's RDVY Position: Q2 2017 in Review

KCM Investment Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2017, closing a stake of 11,384 shares — an estimated $302K sold.

KCM Investment Advisors first reported a position in RDVY in Q2 2015 and held it in 8 quarters. The position peaked at $302K in Q1 2017. 48 funds tracked by Wall St. Rank hold RDVY as of Q2 2017.

KCM Investment Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2017 after selling out during the quarter.
KCM Investment Advisors sold 11,384 First Trust Rising Dividend Achievers ETF shares in Q2 2017, an estimated $302K.
KCM Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2015 and held it in 8 quarters.
KCM Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $302K in Q1 2017.
48 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2017.

Based on KCM Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.