Lebenthal Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Lebenthal Wealth 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
2016 Q2	$264K	Buy	+3,092	New	+$255K	0.78%	58

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

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

Lebenthal Wealth Advisors's DVY Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q2 2016: 3,092 shares worth $264K. The stake represents 0.78% of the portfolio and ranks #58 among its holdings.

635 funds tracked by Wall St. Rank hold DVY as of Q2 2016.

Lebenthal Wealth Advisors held 3,092 shares of iShares Select Dividend ETF worth $264K as of Q2 2016.
iShares Select Dividend ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares Select Dividend ETF made up 0.78% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #58 holding.
635 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.