Seizert Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Seizert Capital Partners’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
2020 Q1	–	Sell	-2,668	Closed	-$282K	–	201
2019 Q4	$282K	Hold	2,668	–	–	0.01%	183
2019 Q3	$272K	Hold	2,668	–	–	0.01%	182
2019 Q2	$266K	Hold	2,668	–	–	0.01%	190
2019 Q1	$262K	Hold	2,668	–	–	0.01%	199
2018 Q4	$238K	Hold	2,668	–	–	0.01%	195
2018 Q3	$266K	Hold	2,668	–	–	0.01%	199
2018 Q2	$254K	Hold	2,668	–	–	0.01%	203
2018 Q1	$254K	Hold	2,668	–	–	0.01%	203
2017 Q4	$263K	Hold	2,668	–	–	0.01%	176
2017 Q3	$250K	Sell	2,668 -2,925	-52%	-$271K	0.01%	171
2017 Q2	$516K	Hold	5,593	–	–	0.02%	155
2017 Q1	$510K	Hold	5,593	–	–	0.02%	163
2016 Q4	$495K	Hold	5,593	–	–	0.02%	167
2016 Q3	$479K	Hold	5,593	–	–	0.02%	159
2016 Q2	$477K	Hold	5,593	–	–	0.02%	159
2016 Q1	$457K	Buy	+5,593	New	+$427K	0.02%	175

Other funds holding DVY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Seizert Capital Partners's DVY Position: Q1 2020 in Review

Seizert Capital Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 2,668 shares — an estimated $282K sold.

Seizert Capital Partners first reported a position in DVY in Q1 2016 and held it in 16 quarters. The position peaked at $516K in Q2 2017. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

Seizert Capital Partners reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Seizert Capital Partners sold 2,668 iShares Select Dividend ETF shares in Q1 2020, an estimated $282K.
Seizert Capital Partners first reported a position in iShares Select Dividend ETF in Q1 2016 and held it in 16 quarters.
Seizert Capital Partners's iShares Select Dividend ETF position peaked at $516K in Q2 2017.
912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Seizert Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.