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Pacifica Partners’s iShares Select Dividend ETF DVY Stock Holding History

Pacifica Partners’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
Q3 		– Sell
-500
Closed -$40K – 353
2020
Q2 		$40K Hold
500
– – 0.04% 132
2020
Q1 		$37K Buy
+500
New +$47.8K 0.05% 136

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacifica Partners's DVY Position: Q3 2020 in Review

Pacifica Partners sold out of iShares Select Dividend ETF (DVY) in Q3 2020, closing a stake of 500 shares — an estimated $40K sold.

Pacifica Partners first reported a position in DVY in Q1 2020 and held it in 2 quarters. The position peaked at $40K in Q2 2020. 858 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

  • Pacifica Partners reported no remaining iShares Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Pacifica Partners sold 500 iShares Select Dividend ETF shares in Q3 2020, an estimated $40K.
  • Pacifica Partners first reported a position in iShares Select Dividend ETF in Q1 2020 and held it in 2 quarters.
  • Pacifica Partners's iShares Select Dividend ETF position peaked at $40K in Q2 2020.
  • 858 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Pacifica Partners's 13F filing for Q3 2020, filed 13 Oct 2020.