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Planning Alternatives’s iShares Select Dividend ETF DVY Stock Holding History

Planning Alternatives’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
2016
Q1 		– Sell
-3,224
Closed -$242K – 52
2015
Q4 		$242K Buy
+3,224
New +$245K 0.06% 42

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planning Alternatives's DVY Position: Q1 2016 in Review

Planning Alternatives sold out of iShares Select Dividend ETF (DVY) in Q1 2016, closing a stake of 3,224 shares — an estimated $242K sold.

Planning Alternatives first reported a position in DVY in Q4 2015 and held it in 1 quarter. The position peaked at $242K in Q4 2015. 612 funds tracked by Wall St. Rank hold DVY as of Q1 2016.

  • Planning Alternatives reported no remaining iShares Select Dividend ETF position as of Q1 2016 after selling out during the quarter.
  • Planning Alternatives sold 3,224 iShares Select Dividend ETF shares in Q1 2016, an estimated $242K.
  • Planning Alternatives first reported a position in iShares Select Dividend ETF in Q4 2015 and held it in 1 quarter.
  • Planning Alternatives's iShares Select Dividend ETF position peaked at $242K in Q4 2015.
  • 612 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2016.

Based on Planning Alternatives's 13F filing for Q1 2016, filed 4 May 2016.