Polaris Wealth Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Polaris Wealth Advisory Group’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	-1,050	Closed	-$105K	–	226
2018 Q3	$105K	Buy	+1,050	New	+$105K	0.01%	187
2018 Q2	–	Sell	-1,050	Closed	-$100K	–	305
2018 Q1	$100K	Buy	+1,050	New	+$103K	0.01%	166
2014 Q2	–	Sell	-200	Closed	-$15K	–	91
2014 Q1	$15K	Hold	200	–	–	﹤0.01%	122
2013 Q4	$14K	Hold	200	–	–	﹤0.01%	135
2013 Q3	$13.3K	Hold	200	–	–	﹤0.01%	114
2013 Q2	$12.8K	Buy	+200	New	+$12.9K	0.01%	123

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Polaris Wealth Advisory Group's DVY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 1,050 shares — an estimated $105K sold.

Polaris Wealth Advisory Group first reported a position in DVY in Q2 2013 and held it in 6 quarters. The position peaked at $105K in Q3 2018. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,050 iShares Select Dividend ETF shares in Q4 2018, an estimated $105K.
Polaris Wealth Advisory Group first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 6 quarters.
Polaris Wealth Advisory Group's iShares Select Dividend ETF position peaked at $105K in Q3 2018.
879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.