O'Brien Wealth Partners’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

O'Brien Wealth Partners’s Portfolio DVYA Stock Details DVYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,200	Closed	-$97K	–	99
2018 Q3	$97K	Buy	2,200 +2,026	+1,164%	+$90.9K	0.06%	53
2018 Q2	$8K	Hold	174	–	–	0.01%	62
2018 Q1	$8K	Buy	+174	New	+$8.55K	0.01%	122

Other funds holding DVYA

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

O'Brien Wealth Partners's DVYA Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q4 2018, closing a stake of 2,200 shares — an estimated $97K sold.

O'Brien Wealth Partners first reported a position in DVYA in Q1 2018 and held it in 3 quarters. The position peaked at $97K in Q3 2018. 18 funds tracked by Wall St. Rank hold DVYA as of Q4 2018.

O'Brien Wealth Partners reported no remaining iShares Asia/Pacific Dividend ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 2,200 iShares Asia/Pacific Dividend ETF shares in Q4 2018, an estimated $97K.
O'Brien Wealth Partners first reported a position in iShares Asia/Pacific Dividend ETF in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's iShares Asia/Pacific Dividend ETF position peaked at $97K in Q3 2018.
18 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.