Maxim Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Maxim Capital 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
2020 Q2	$606K	Sell	7,257 -79,219	-92%	-$6.33M	0.54%	24
2020 Q1	$6.36M	Buy	86,476 +16,495	+24%	+$1.58M	6.59%	7
2019 Q4	$6.25M	Sell	69,981 -29,514	-30%	-$3.04M	6.46%	5
2019 Q3	$10.1M	Buy	99,495 +10,228	+11%	+$1.02M	9.15%	3
2019 Q2	$8.89M	Buy	89,267 +833	+0.9%	+$82.2K	8.32%	4
2019 Q1	$8.68M	Buy	88,434 +18,453	+26%	+$1.77M	8.09%	4
2018 Q4	$6.25M	Buy	+69,981	New	+$6.7M	6.46%	5

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Maxim Capital Management's DVY Position: Q2 2020 in Review

Maxim Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 92% in Q2 2020, selling an estimated $6.33M and leaving 7,257 shares worth $606K. The position accounts for 0.54% of the portfolio, ranked #24.

Maxim Capital Management first reported a position in DVY in Q4 2018 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2019. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

Maxim Capital Management held 7,257 shares of iShares Select Dividend ETF worth $606K as of Q2 2020.
Maxim Capital Management sold 79,219 iShares Select Dividend ETF shares in Q2 2020, an estimated $6.33M.
iShares Select Dividend ETF made up 0.54% of Maxim Capital Management's portfolio in Q2 2020, its #24 holding.
Maxim Capital Management first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's iShares Select Dividend ETF position peaked at $10.1M in Q3 2019.
883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.