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Mariner Independent Advisor Network’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Mariner Independent Advisor Network’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
2018
Q2 		– Sell
-12,093
Closed -$524K – 184
2018
Q1 		$524K Sell
12,093
-220
-2% -$9.64K 0.03% 287
2017
Q4 		$533K Sell
12,313
-9,570
-44% -$397K 0.06% 234
2017
Q3 		$907K Buy
+21,883
New +$918K 0.15% 101

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Independent Advisor Network's DVYE Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2018, closing a stake of 12,093 shares — an estimated $524K sold.

Mariner Independent Advisor Network first reported a position in DVYE in Q3 2017 and held it in 3 quarters. The position peaked at $907K in Q3 2017. 88 funds tracked by Wall St. Rank hold DVYE as of Q2 2018.

  • Mariner Independent Advisor Network reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 12,093 iShares Emerging Markets Dividend ETF shares in Q2 2018, an estimated $524K.
  • Mariner Independent Advisor Network first reported a position in iShares Emerging Markets Dividend ETF in Q3 2017 and held it in 3 quarters.
  • Mariner Independent Advisor Network's iShares Emerging Markets Dividend ETF position peaked at $907K in Q3 2017.
  • 88 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.