PS
DVY icon

Portfolio Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Portfolio Solutions’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
2017
Q3 		– Sell
-1,500
Closed -$138K – 180
2017
Q2 		$138K Hold
1,500
– – 0.02% 46
2017
Q1 		$137K Buy
+1,500
New +$136K 0.02% 40

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Portfolio Solutions's DVY Position: Q3 2017 in Review

Portfolio Solutions sold out of iShares Select Dividend ETF (DVY) in Q3 2017, closing a stake of 1,500 shares — an estimated $138K sold.

Portfolio Solutions first reported a position in DVY in Q1 2017 and held it in 2 quarters. The position peaked at $138K in Q2 2017. 721 funds tracked by Wall St. Rank hold DVY as of Q3 2017.

  • Portfolio Solutions reported no remaining iShares Select Dividend ETF position as of Q3 2017 after selling out during the quarter.
  • Portfolio Solutions sold 1,500 iShares Select Dividend ETF shares in Q3 2017, an estimated $138K.
  • Portfolio Solutions first reported a position in iShares Select Dividend ETF in Q1 2017 and held it in 2 quarters.
  • Portfolio Solutions's iShares Select Dividend ETF position peaked at $138K in Q2 2017.
  • 721 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2017.

Based on Portfolio Solutions's 13F filing for Q3 2017, filed 12 Oct 2017.