LWM
DVY icon

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

Lenox 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
Q4 		– Sell
-92
Closed -$8K – 486
2017
Q3 		$8K Hold
92
– – ﹤0.01% 417
2017
Q2 		$8K Buy
+92
New +$8.46K ﹤0.01% 396

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lenox Wealth Management's DVY Position: Q4 2017 in Review

Lenox Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2017, closing a stake of 92 shares — an estimated $8K sold.

Lenox Wealth Management first reported a position in DVY in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 823 funds tracked by Wall St. Rank hold DVY as of Q4 2017.

  • Lenox Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 92 iShares Select Dividend ETF shares in Q4 2017, an estimated $8K.
  • Lenox Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's iShares Select Dividend ETF position peaked at $8K in Q3 2017.
  • 823 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.