Meridian Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Meridian Wealth Advisors’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
2019 Q3	–	Sell	-2,665	Closed	-$265K	–	156
2019 Q2	$265K	Hold	2,665	–	–	0.18%	103
2019 Q1	$262K	Sell	2,665 -1,550	-37%	-$148K	0.19%	101
2018 Q4	$376K	Buy	+4,215	New	+$404K	0.29%	72

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

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Meridian Wealth Advisors's DVY Position: Q3 2019 in Review

Meridian Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2019, closing a stake of 2,665 shares — an estimated $265K sold.

Meridian Wealth Advisors first reported a position in DVY in Q4 2018 and held it in 3 quarters. The position peaked at $376K in Q4 2018. 916 funds tracked by Wall St. Rank hold DVY as of Q3 2019.

Meridian Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Advisors sold 2,665 iShares Select Dividend ETF shares in Q3 2019, an estimated $265K.
Meridian Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 3 quarters.
Meridian Wealth Advisors's iShares Select Dividend ETF position peaked at $376K in Q4 2018.
916 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2019.

Based on Meridian Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.