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MYCIO Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

MYCIO Wealth Partners’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
-3,591
Closed -$379K – 115
2019
Q4 		$379K Hold
3,591
– – 0.02% 229
2019
Q3 		$366K Hold
3,591
– – 0.03% 216
2019
Q2 		$358K Buy
3,591
+100
+3% +$9.87K 0.03% 207
2019
Q1 		$343K Hold
3,491
– – 0.03% 200
2018
Q4 		$312K Hold
3,491
– – 0.03% 201
2018
Q3 		$348K Hold
3,491
– – 0.03% 194
2018
Q2 		$341K Hold
3,491
– – 0.04% 193
2018
Q1 		$332K Hold
3,491
– – 0.04% 172
2017
Q4 		$344K Hold
3,491
– – 0.04% 179
2017
Q3 		$327K Hold
3,491
– – 0.04% 185
2017
Q2 		$322K Sell
3,491
-120
-3% -$11K 0.04% 170
2017
Q1 		$329K Hold
3,611
– – 0.04% 172
2016
Q4 		$320K Hold
3,611
– – 0.04% 156
2016
Q3 		$309K Hold
3,611
– – 0.05% 131
2016
Q2 		$308K Buy
3,611
+2,297
+175% +$189K 0.05% 131
2016
Q1 		$107K Sell
1,314
-700
-35% -$53.4K 0.02% 220
2015
Q4 		$151K Hold
2,014
– – 0.03% 171
2015
Q3 		$147K Buy
2,014
+10
+0.5% +$747 0.03% 162
2015
Q2 		$151K Buy
2,004
+9
+0.5% +$703 0.03% 165
2015
Q1 		$155K Buy
1,995
+9
+0.5% +$712 0.03% 167
2014
Q4 		$158K Buy
1,986
+129
+7% +$9.96K 0.03% 162
2014
Q3 		$137K Buy
1,857
+9
+0.5% +$678 0.03% 162
2014
Q2 		$142K Buy
1,848
+10
+0.5% +$747 0.03% 163
2014
Q1 		$135K Buy
1,838
+700
+62% +$49.7K 0.03% 164
2013
Q4 		$81K Buy
1,138
+17
+2% +$1.18K 0.02% 199
2013
Q3 		$74K Buy
1,121
+10
+0.9% +$665 0.02% 199
2013
Q2 		$71K Buy
+1,111
New +$71.9K 0.02% 196

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

MYCIO Wealth Partners's DVY Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 3,591 shares — an estimated $379K sold.

MYCIO Wealth Partners first reported a position in DVY in Q2 2013 and held it in 27 quarters. The position peaked at $379K in Q4 2019. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 3,591 iShares Select Dividend ETF shares in Q1 2020, an estimated $379K.
  • MYCIO Wealth Partners first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's iShares Select Dividend ETF position peaked at $379K in Q4 2019.
  • 912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.