Patriot Financial Group Insurance Agency’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DVYE Stock Details DVYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-78	Closed	-$3K	–	669
2018 Q1	$3K	Hold	78	–	–	﹤0.01%	813
2017 Q4	$3K	Buy	+78	New	+$3.24K	﹤0.01%	808

Other funds holding DVYE

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's DVYE Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2018, closing a stake of 78 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in DVYE in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 88 funds tracked by Wall St. Rank hold DVYE as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 78 iShares Emerging Markets Dividend ETF shares in Q2 2018, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's iShares Emerging Markets Dividend ETF position peaked at $3K in Q1 2018.
88 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.