Sensible Financial Planning & Management’s iShares Select Dividend ETF DVY Stock Holding History

Sensible Financial Planning & Management’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
2016 Q4	–	Sell	-446	Closed	-$38K	–	36
2016 Q3	$38K	Hold	446	–	–	0.03%	39
2016 Q2	$38K	Hold	446	–	–	0.03%	42
2016 Q1	$36K	Hold	446	–	–	0.03%	42
2015 Q4	$34K	Hold	446	–	–	0.03%	46
2015 Q3	$32K	Hold	446	–	–	0.03%	48
2015 Q2	$34K	Buy	+446	New	+$34.8K	0.03%	43

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sensible Financial Planning & Management's DVY Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of iShares Select Dividend ETF (DVY) in Q4 2016, closing a stake of 446 shares — an estimated $38K sold.

Sensible Financial Planning & Management first reported a position in DVY in Q2 2015 and held it in 6 quarters. The position peaked at $38K in Q3 2016. 700 funds tracked by Wall St. Rank hold DVY as of Q4 2016.

Sensible Financial Planning & Management reported no remaining iShares Select Dividend ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 446 iShares Select Dividend ETF shares in Q4 2016, an estimated $38K.
Sensible Financial Planning & Management first reported a position in iShares Select Dividend ETF in Q2 2015 and held it in 6 quarters.
Sensible Financial Planning & Management's iShares Select Dividend ETF position peaked at $38K in Q3 2016.
700 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.