SG Select’s iShares Select Dividend ETF DVY Stock Holding History

SG Select’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
2014 Q1	$205K	Buy	+2,792	New	+$198K	3.35%	16

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NLI

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SG Select's DVY Position: Q1 2014 in Review

SG Select opened a new position in iShares Select Dividend ETF (DVY) in Q1 2014: 2,792 shares worth $205K. The stake represents 3.35% of the portfolio and ranks #16 among its holdings.

502 funds tracked by Wall St. Rank hold DVY as of Q1 2014.

SG Select held 2,792 shares of iShares Select Dividend ETF worth $205K as of Q1 2014.
iShares Select Dividend ETF was a new SG Select position in Q1 2014.
iShares Select Dividend ETF made up 3.35% of SG Select's portfolio in Q1 2014, its #16 holding.
502 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2014.

Based on SG Select's 13F filing for Q1 2014, filed 21 May 2014.