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Salem Investment Counselors’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Salem Investment Counselors’s Portfolio DVYA Stock Details DVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-125
Closed -$4K – 806
2020
Q3 		$4K Hold
125
– – ﹤0.01% 619
2020
Q2 		$4K Hold
125
– – ﹤0.01% 606
2020
Q1 		$4K Hold
125
– – ﹤0.01% 585
2019
Q4 		$5K Hold
125
– – ﹤0.01% 604
2019
Q3 		$5K Hold
125
– – ﹤0.01% 570
2019
Q2 		$5K Buy
+125
New +$5.43K ﹤0.01% 592
2017
Q1 		– Sell
-125
Closed -$6K – 569
2016
Q4 		$6K Hold
125
– – ﹤0.01% 527
2016
Q3 		$58 Buy
+125
New +$5.75K ﹤0.01% 445

Other funds holding DVYA

OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RWA
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return

Salem Investment Counselors's DVYA Position: Q4 2020 in Review

Salem Investment Counselors sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q4 2020, closing a stake of 125 shares — an estimated $4K sold.

Salem Investment Counselors first reported a position in DVYA in Q3 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2016. 18 funds tracked by Wall St. Rank hold DVYA as of Q4 2020.

  • Salem Investment Counselors reported no remaining iShares Asia/Pacific Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Salem Investment Counselors sold 125 iShares Asia/Pacific Dividend ETF shares in Q4 2020, an estimated $4K.
  • Salem Investment Counselors first reported a position in iShares Asia/Pacific Dividend ETF in Q3 2016 and held it in 8 quarters.
  • Salem Investment Counselors's iShares Asia/Pacific Dividend ETF position peaked at $6K in Q4 2016.
  • 18 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q4 2020.

Based on Salem Investment Counselors's 13F filing for Q4 2020, filed 17 Feb 2021.