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SevenBridge Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

SevenBridge Financial Group’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
2019
Q3 		– Sell
-875
Closed -$87K – 246
2019
Q2 		$87K Buy
+875
New +$86.3K 0.03% 216

Other funds holding DVY

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

SevenBridge Financial Group's DVY Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Select Dividend ETF (DVY) in Q3 2019, closing a stake of 875 shares — an estimated $87K sold.

SevenBridge Financial Group first reported a position in DVY in Q2 2019 and held it in 1 quarter. The position peaked at $87K in Q2 2019. 916 funds tracked by Wall St. Rank hold DVY as of Q3 2019.

  • SevenBridge Financial Group reported no remaining iShares Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 875 iShares Select Dividend ETF shares in Q3 2019, an estimated $87K.
  • SevenBridge Financial Group first reported a position in iShares Select Dividend ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's iShares Select Dividend ETF position peaked at $87K in Q2 2019.
  • 916 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.