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Nadler Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Nadler Financial Group’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
2014
Q2 		– Sell
-10,350
Closed -$759K – 74
2014
Q1 		$759K Hold
10,350
– – 0.51% 24
2013
Q4 		$738K Buy
10,350
+6
+0.1% +$417 0.48% 25
2013
Q3 		$686K Buy
10,344
+2
+0% +$133 0.5% 28
2013
Q2 		$662K Buy
+10,342
New +$669K 0.47% 33

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Nadler Financial Group's DVY Position: Q2 2014 in Review

Nadler Financial Group sold out of iShares Select Dividend ETF (DVY) in Q2 2014, closing a stake of 10,350 shares — an estimated $759K sold.

Nadler Financial Group first reported a position in DVY in Q2 2013 and held it in 4 quarters. The position peaked at $759K in Q1 2014. 518 funds tracked by Wall St. Rank hold DVY as of Q2 2014.

  • Nadler Financial Group reported no remaining iShares Select Dividend ETF position as of Q2 2014 after selling out during the quarter.
  • Nadler Financial Group sold 10,350 iShares Select Dividend ETF shares in Q2 2014, an estimated $759K.
  • Nadler Financial Group first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 4 quarters.
  • Nadler Financial Group's iShares Select Dividend ETF position peaked at $759K in Q1 2014.
  • 518 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2014.

Based on Nadler Financial Group's 13F filing for Q2 2014, filed 31 Jul 2014.