Pinnacle Wealth Management Advisory Group’s iShares International Select Dividend ETF IDV Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,757	Closed	-$208K	–	189
2019 Q3	$208K	Sell	6,757 -4,900	-42%	-$148K	0.09%	168
2019 Q2	$358K	Buy	11,657 +950	+9%	+$29.5K	0.15%	130
2019 Q1	$330K	Hold	10,707	–	–	0.15%	134
2018 Q4	$307K	Buy	10,707 +1,575	+17%	+$48.3K	0.17%	129
2018 Q3	$298K	Buy	+9,132	New	+$299K	0.15%	120

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IDV Position: Q4 2019 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares International Select Dividend ETF (IDV) in Q4 2019, closing a stake of 6,757 shares — an estimated $208K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IDV in Q3 2018 and held it in 5 quarters. The position peaked at $358K in Q2 2019. 427 funds tracked by Wall St. Rank hold IDV as of Q4 2019.

Pinnacle Wealth Management Advisory Group reported no remaining iShares International Select Dividend ETF position as of Q4 2019 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 6,757 iShares International Select Dividend ETF shares in Q4 2019, an estimated $208K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares International Select Dividend ETF in Q3 2018 and held it in 5 quarters.
Pinnacle Wealth Management Advisory Group's iShares International Select Dividend ETF position peaked at $358K in Q2 2019.
427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2019.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2019, filed 5 Feb 2020.