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

Merriman 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
2018 Q2	–	Sell	-4,514	Closed	-$429K	–	177
2018 Q1	$429K	Buy	+4,514	New	+$441K	0.11%	132
2016 Q4	–	Sell	-10,404	Closed	-$891K	–	134
2016 Q3	$891K	Buy	10,404 +248	+2%	+$21.4K	0.18%	88
2016 Q2	$866K	Buy	+10,156	New	+$837K	0.24%	74

Other funds holding DVY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Merriman Wealth Management's DVY Position: Q2 2018 in Review

Merriman Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2018, closing a stake of 4,514 shares — an estimated $429K sold.

Merriman Wealth Management first reported a position in DVY in Q2 2016 and held it in 3 quarters. The position peaked at $891K in Q3 2016. 818 funds tracked by Wall St. Rank hold DVY as of Q2 2018.

Merriman Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2018 after selling out during the quarter.
Merriman Wealth Management sold 4,514 iShares Select Dividend ETF shares in Q2 2018, an estimated $429K.
Merriman Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2016 and held it in 3 quarters.
Merriman Wealth Management's iShares Select Dividend ETF position peaked at $891K in Q3 2016.
818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2018.

Based on Merriman Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.