Keel Point Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Keel Point 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
2014 Q4	$1.6M	Buy	+20,104	New	+$1.55M	1.28%	8

Other funds holding DVY

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

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Keel Point Advisors's DVY Position: Q4 2014 in Review

Keel Point Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q4 2014: 20,104 shares worth $1.6M. The stake represents 1.28% of the portfolio and ranks #8 among its holdings.

589 funds tracked by Wall St. Rank hold DVY as of Q4 2014.

Keel Point Advisors held 20,104 shares of iShares Select Dividend ETF worth $1.6M as of Q4 2014.
iShares Select Dividend ETF was a new Keel Point Advisors position in Q4 2014.
iShares Select Dividend ETF made up 1.28% of Keel Point Advisors's portfolio in Q4 2014, its #8 holding.
589 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.