Oak Point Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
SB
NLI
Oak Point Wealth Management's DVY Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.12% in Q1 2018, buying an estimated $391 and bringing the position to 3,425 shares worth $321K. The position accounts for 0.33% of the portfolio, ranked #85.
Oak Point Wealth Management first reported a position in DVY in Q4 2017 and has held it in 2 quarters since. The position peaked at $329K in Q4 2017. 818 funds tracked by Wall St. Rank hold DVY as of Q1 2018.
- Oak Point Wealth Management held 3,425 shares of iShares Select Dividend ETF worth $321K as of Q1 2018.
- Oak Point Wealth Management bought 4 iShares Select Dividend ETF shares in Q1 2018, an estimated $391.
- iShares Select Dividend ETF made up 0.33% of Oak Point Wealth Management's portfolio in Q1 2018, its #85 holding.
- Oak Point Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's iShares Select Dividend ETF position peaked at $329K in Q4 2017.
- 818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.