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Regal Wealth Group’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Regal Wealth Group’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-450
Closed -$18K – 167
2018
Q2 		$18K Hold
450
– – 0.02% 111
2018
Q1 		$20K Hold
450
– – 0.02% 103
2017
Q4 		$19K Buy
+450
New +$18.7K 0.01% 104

Other funds holding DVYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Wealth Group's DVYE Position: Q3 2018 in Review

Regal Wealth Group sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2018, closing a stake of 450 shares — an estimated $18K sold.

Regal Wealth Group first reported a position in DVYE in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q1 2018. 87 funds tracked by Wall St. Rank hold DVYE as of Q3 2018.

  • Regal Wealth Group reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Regal Wealth Group sold 450 iShares Emerging Markets Dividend ETF shares in Q3 2018, an estimated $18K.
  • Regal Wealth Group first reported a position in iShares Emerging Markets Dividend ETF in Q4 2017 and held it in 3 quarters.
  • Regal Wealth Group's iShares Emerging Markets Dividend ETF position peaked at $20K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2018.

Based on Regal Wealth Group's 13F filing for Q3 2018, filed 16 Oct 2018.