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

LBA 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
2017 Q1	$33K	Hold	366	–	–	0.02%	233
2016 Q4	$32K	Hold	366	–	–	0.02%	225
2016 Q3	$31K	Buy	366 +276	+307%	+$23.8K	0.02%	238
2016 Q2	$8K	Sell	90 -50	-36%	-$4.12K	﹤0.01%	319
2016 Q1	$11K	Hold	140	–	–	0.01%	291
2015 Q4	$11K	Hold	140	–	–	0.01%	283
2015 Q3	$10K	Hold	140	–	–	0.01%	256
2015 Q2	$11K	Sell	140 -90	-39%	-$7.03K	0.01%	237
2015 Q1	$18K	Buy	+230	New	+$18.2K	0.01%	211

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LBA Wealth Management's DVY Position: Q1 2017 in Review

LBA Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2017 at 366 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #233.

LBA Wealth Management first reported a position in DVY in Q1 2015 and has held it in 9 quarters since. 707 funds tracked by Wall St. Rank hold DVY as of Q1 2017.

LBA Wealth Management held 366 shares of iShares Select Dividend ETF worth $33K as of Q1 2017.
LBA Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2017.
iShares Select Dividend ETF made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #233 holding.
LBA Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2015 and has held it in 9 quarters since.
707 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.