Outlook Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Outlook Wealth Advisors’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
2020 Q1	–	Sell	-8,641	Closed	-$913K	–	160
2019 Q4	$913K	Sell	8,641 -2,648	-23%	-$273K	0.51%	40
2019 Q3	$1.15M	Sell	11,289 -580	-5%	-$57.8K	0.69%	37
2019 Q2	$1.18M	Buy	11,869 +3,671	+45%	+$362K	0.78%	34
2019 Q1	$805K	Buy	+8,198	New	+$785K	0.66%	40

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Outlook Wealth Advisors's DVY Position: Q1 2020 in Review

Outlook Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 8,641 shares — an estimated $913K sold.

Outlook Wealth Advisors first reported a position in DVY in Q1 2019 and held it in 4 quarters. The position peaked at $1.18M in Q2 2019. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

Outlook Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 8,641 iShares Select Dividend ETF shares in Q1 2020, an estimated $913K.
Outlook Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2019 and held it in 4 quarters.
Outlook Wealth Advisors's iShares Select Dividend ETF position peaked at $1.18M in Q2 2019.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Outlook Wealth Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.