Mader & Shannon Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Mader & Shannon 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
2015 Q1	–	Sell	-112,736	Closed	-$8.95M	–	25
2014 Q4	$8.95M	Buy	+112,736	New	+$8.71M	6.03%	3
2014 Q3	–	Sell	-90,837	Closed	-$6.99M	–	17
2014 Q2	$6.99M	Buy	+90,837	New	+$6.79M	5.38%	3

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Mader & Shannon Wealth Management's DVY Position: Q1 2015 in Review

Mader & Shannon Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q1 2015, closing a stake of 112,736 shares — an estimated $8.95M sold.

Mader & Shannon Wealth Management first reported a position in DVY in Q2 2014 and held it in 2 quarters. The position peaked at $8.95M in Q4 2014. 578 funds tracked by Wall St. Rank hold DVY as of Q1 2015.

Mader & Shannon Wealth Management reported no remaining iShares Select Dividend ETF position as of Q1 2015 after selling out during the quarter.
Mader & Shannon Wealth Management sold 112,736 iShares Select Dividend ETF shares in Q1 2015, an estimated $8.95M.
Mader & Shannon Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2014 and held it in 2 quarters.
Mader & Shannon Wealth Management's iShares Select Dividend ETF position peaked at $8.95M in Q4 2014.
578 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2015.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.