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

Murphy 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
Q1 		– Sell
-2,358
Closed -$249K – 199
2019
Q4 		$249K Buy
2,358
+1
+0% +$103 0.04% 205
2019
Q3 		$240K Hold
2,357
– – 0.04% 207
2019
Q2 		$234K Sell
2,357
-165
-7% -$16.3K 0.03% 214
2019
Q1 		$247K Buy
2,522
+1
+0% +$96 0.04% 210
2018
Q4 		$225K Sell
2,521
-59
-2% -$5.65K 0.04% 219
2018
Q3 		$257K Sell
2,580
-32
-1% -$3.21K 0.04% 234
2018
Q2 		$255K Hold
2,612
– – 0.04% 237
2018
Q1 		$248K Sell
2,612
-169
-6% -$16.5K 0.04% 233
2017
Q4 		$274K Sell
2,781
-9
-0.3% -$866 0.04% 225
2017
Q3 		$261K Sell
2,790
-126
-4% -$11.7K 0.04% 230
2017
Q2 		$268K Sell
2,916
-60
-2% -$5.52K 0.04% 229
2017
Q1 		$271K Sell
2,976
-138
-4% -$12.5K 0.04% 237
2016
Q4 		$275K Buy
3,114
+2
+0.1% +$172 0.04% 239
2016
Q3 		$266K Buy
3,112
+2
+0.1% +$173 0.04% 243
2016
Q2 		$265K Buy
3,110
+191
+7% +$15.7K 0.04% 253
2016
Q1 		$238K Buy
+2,919
New +$223K 0.04% 264

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Murphy Capital Management's DVY Position: Q1 2020 in Review

Murphy Capital Management sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 2,358 shares — an estimated $249K sold.

Murphy Capital Management first reported a position in DVY in Q1 2016 and held it in 16 quarters. The position peaked at $275K in Q4 2016. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

  • Murphy Capital Management reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Murphy Capital Management sold 2,358 iShares Select Dividend ETF shares in Q1 2020, an estimated $249K.
  • Murphy Capital Management first reported a position in iShares Select Dividend ETF in Q1 2016 and held it in 16 quarters.
  • Murphy Capital Management's iShares Select Dividend ETF position peaked at $275K in Q4 2016.
  • 912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Murphy Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.