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Klingman & Associates’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Klingman & Associates’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-50
Closed -$2K – 372
2016
Q2 		$2K Hold
50
– – ﹤0.01% 357
2016
Q1 		$2K Hold
50
– – ﹤0.01% 360
2015
Q4 		$2K Buy
+50
New +$1.61K ﹤0.01% 368

Other funds holding DVYE

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Klingman & Associates's DVYE Position: Q3 2016 in Review

Klingman & Associates sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2016, closing a stake of 50 shares — an estimated $2K sold.

Klingman & Associates first reported a position in DVYE in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 56 funds tracked by Wall St. Rank hold DVYE as of Q3 2016.

  • Klingman & Associates reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2016 after selling out during the quarter.
  • Klingman & Associates sold 50 iShares Emerging Markets Dividend ETF shares in Q3 2016, an estimated $2K.
  • Klingman & Associates first reported a position in iShares Emerging Markets Dividend ETF in Q4 2015 and held it in 3 quarters.
  • Klingman & Associates's iShares Emerging Markets Dividend ETF position peaked at $2K in Q2 2016.
  • 56 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.