PWM
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Patriot Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Patriot Wealth Management’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
2018
Q4 		– Sell
-6,334
Closed -$632K – 81
2018
Q3 		$632K Buy
+6,334
New +$635K 0.08% 71

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Patriot Wealth Management's DVY Position: Q4 2018 in Review

Patriot Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 6,334 shares — an estimated $632K sold.

Patriot Wealth Management first reported a position in DVY in Q3 2018 and held it in 1 quarter. The position peaked at $632K in Q3 2018. 880 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

  • Patriot Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 6,334 iShares Select Dividend ETF shares in Q4 2018, an estimated $632K.
  • Patriot Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Patriot Wealth Management's iShares Select Dividend ETF position peaked at $632K in Q3 2018.
  • 880 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.