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Perkins Coie Trust Company’s iShares Select Dividend ETF DVY Stock Holding History

Perkins Coie Trust Company’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
2019
Q4 		– Sell
-1,500
Closed -$153K – 305
2019
Q3 		$153K Buy
+1,500
New +$150K 0.07% 101

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

Perkins Coie Trust Company's DVY Position: Q4 2019 in Review

Perkins Coie Trust Company sold out of iShares Select Dividend ETF (DVY) in Q4 2019, closing a stake of 1,500 shares — an estimated $153K sold.

Perkins Coie Trust Company first reported a position in DVY in Q3 2019 and held it in 1 quarter. The position peaked at $153K in Q3 2019. 1,016 funds tracked by Wall St. Rank hold DVY as of Q4 2019.

  • Perkins Coie Trust Company reported no remaining iShares Select Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Perkins Coie Trust Company sold 1,500 iShares Select Dividend ETF shares in Q4 2019, an estimated $153K.
  • Perkins Coie Trust Company first reported a position in iShares Select Dividend ETF in Q3 2019 and held it in 1 quarter.
  • Perkins Coie Trust Company's iShares Select Dividend ETF position peaked at $153K in Q3 2019.
  • 1,016 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2019.

Based on Perkins Coie Trust Company's 13F filing for Q4 2019, filed 9 Jan 2020.