NFH
DVY icon

NEXT Financial Holdings’s iShares Select Dividend ETF DVY Stock Holding History

NEXT Financial Holdings’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
Q1 		$805K Buy
+8,197
New +$785K 0.2% 63

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEXT Financial Holdings's DVY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Select Dividend ETF (DVY) in Q1 2019: 8,197 shares worth $805K. The stake represents 0.2% of the portfolio and ranks #63 among its holdings.

903 funds tracked by Wall St. Rank hold DVY as of Q1 2019.

  • NEXT Financial Holdings held 8,197 shares of iShares Select Dividend ETF worth $805K as of Q1 2019.
  • iShares Select Dividend ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares Select Dividend ETF made up 0.2% of NEXT Financial Holdings's portfolio in Q1 2019, its #63 holding.
  • 903 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.