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Peachtree Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Peachtree Investment 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
2018
Q4 		$590K Hold
6,609
– – 0.45% 40
2018
Q3 		$659K Hold
6,609
– – 0.45% 40
2018
Q2 		$646K Sell
6,609
-120
-2% -$11.6K 0.47% 38
2018
Q1 		$640K Sell
6,729
-837
-11% -$81.7K 0.48% 40
2017
Q4 		$746K Sell
7,566
-1,005
-12% -$96.7K 0.57% 38
2017
Q3 		$803K Hold
8,571
– – 0.69% 38
2017
Q2 		$790K Sell
8,571
-452
-5% -$41.6K 0.68% 42
2017
Q1 		$822K Buy
9,023
+315
+4% +$28.5K 0.75% 41
2016
Q4 		$771K Hold
8,708
– – 0.76% 43
2016
Q3 		$746K Hold
8,708
– – 0.73% 42
2016
Q2 		$743K Sell
8,708
-5,068
-37% -$417K 0.76% 41
2016
Q1 		$1.13M Hold
13,776
– – 1.13% 32
2015
Q4 		$1.03M Hold
13,776
– – 1.08% 33
2015
Q3 		$1M Sell
13,776
-241
-2% -$18K 1.04% 33
2015
Q2 		$1.05M Sell
14,017
-274
-2% -$21.4K 0.79% 37
2015
Q1 		$1.11M Sell
14,291
-200
-1% -$15.8K 0.8% 34
2014
Q4 		$1.15M Sell
14,491
-91
-0.6% -$7.03K 0.77% 33
2014
Q3 		$1.08M Sell
14,582
-2,295
-14% -$173K 0.72% 32
2014
Q2 		$1.3M Sell
16,877
-946
-5% -$70.7K 0.87% 27
2014
Q1 		$1.31M Sell
17,823
-300
-2% -$21.3K 0.89% 28
2013
Q4 		$1.29M Buy
+18,123
New +$1.26M 0.88% 28

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Peachtree Investment Advisors's DVY Position: Q4 2018 in Review

Peachtree Investment Advisors held its iShares Select Dividend ETF (DVY) position steady in Q4 2018 at 6,609 shares worth $590K. The position accounts for 0.45% of the portfolio, ranked #40.

Peachtree Investment Advisors first reported a position in DVY in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.31M in Q1 2014. 880 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

  • Peachtree Investment Advisors held 6,609 shares of iShares Select Dividend ETF worth $590K as of Q4 2018.
  • Peachtree Investment Advisors left its iShares Select Dividend ETF share count unchanged in Q4 2018.
  • iShares Select Dividend ETF made up 0.45% of Peachtree Investment Advisors's portfolio in Q4 2018, its #40 holding.
  • Peachtree Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's iShares Select Dividend ETF position peaked at $1.31M in Q1 2014.
  • 880 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.