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Lehman & Derafelo Financial Resources’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Lehman & Derafelo Financial Resources’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
2019
Q4 		– Sell
-7
Closed – – 204
2019
Q3 		$0 Buy
+7
New +$274 ﹤0.01% 196

Other funds holding DVYE

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Bank of America
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lehman & Derafelo Financial Resources's DVYE Position: Q4 2019 in Review

Lehman & Derafelo Financial Resources sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2019, closing a stake of 7 shares.

Lehman & Derafelo Financial Resources first reported a position in DVYE in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 121 funds tracked by Wall St. Rank hold DVYE as of Q4 2019.

  • Lehman & Derafelo Financial Resources reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 7 iShares Emerging Markets Dividend ETF shares in Q4 2019.
  • Lehman & Derafelo Financial Resources first reported a position in iShares Emerging Markets Dividend ETF in Q3 2019 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's iShares Emerging Markets Dividend ETF position peaked at $0 in Q3 2019.
  • 121 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2019, filed 12 Feb 2020.