Kiley Juergens Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Kiley Juergens Wealth Management’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 Q4	–	Sell	-550	Closed	-$54K	–	201
2018 Q3	$54K	Sell	550 -300	-35%	-$30.1K	0.04%	228
2018 Q2	$83K	Buy	+850	New	+$82.5K	0.07%	153
2018 Q1	–	Sell	-1,080	Closed	-$106K	–	222
2017 Q4	$106K	Buy	+1,080	New	+$104K	0.1%	122

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Kiley Juergens Wealth Management's DVY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 550 shares — an estimated $54K sold.

Kiley Juergens Wealth Management first reported a position in DVY in Q4 2017 and held it in 3 quarters. The position peaked at $106K in Q4 2017. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 550 iShares Select Dividend ETF shares in Q4 2018, an estimated $54K.
Kiley Juergens Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares Select Dividend ETF position peaked at $106K in Q4 2017.
879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.