Portfolio Strategies (Washington)’s iShares Select Dividend ETF DVY Stock Holding History

Portfolio Strategies (Washington)’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 Q4	$62K	Buy	+633	New	+$60.9K	0.12%	37

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Portfolio Strategies (Washington)'s DVY Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in iShares Select Dividend ETF (DVY) in Q4 2017: 633 shares worth $62K. The stake represents 0.12% of the portfolio and ranks #37 among its holdings.

823 funds tracked by Wall St. Rank hold DVY as of Q4 2017.

Portfolio Strategies (Washington) held 633 shares of iShares Select Dividend ETF worth $62K as of Q4 2017.
iShares Select Dividend ETF was a new Portfolio Strategies (Washington) position in Q4 2017.
iShares Select Dividend ETF made up 0.12% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #37 holding.
823 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.