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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
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Morgan Stanley
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.03B AUM 17.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 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