Shine Investment Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Shine Investment Advisory Services’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 Q3	–	Sell	-175	Closed	-$14K	–	722
2020 Q2	$14K	Hold	175	–	–	0.01%	503
2020 Q1	$13K	Sell	175 -637	-78%	-$60.9K	0.01%	482
2019 Q4	$86K	Hold	812	–	–	0.03%	236
2019 Q3	$83K	Hold	812	–	–	0.04%	215
2019 Q2	$81K	Hold	812	–	–	0.04%	217
2019 Q1	$80K	Hold	812	–	–	0.04%	218
2018 Q4	$73K	Hold	812	–	–	0.04%	217
2018 Q3	$81K	Hold	812	–	–	0.04%	216
2018 Q2	$79K	Hold	812	–	–	0.04%	227
2018 Q1	$77K	Sell	812 -290	-26%	-$28.3K	0.04%	217
2017 Q4	$109K	Buy	1,102 +290	+36%	+$27.9K	0.05%	162
2017 Q3	$76K	Hold	812	–	–	0.04%	216
2017 Q2	$75K	Buy	+812	New	+$74.7K	0.04%	194

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shine Investment Advisory Services's DVY Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q3 2020, closing a stake of 175 shares — an estimated $14K sold.

Shine Investment Advisory Services first reported a position in DVY in Q2 2017 and held it in 13 quarters. The position peaked at $109K in Q4 2017. 859 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 175 iShares Select Dividend ETF shares in Q3 2020, an estimated $14K.
Shine Investment Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2017 and held it in 13 quarters.
Shine Investment Advisory Services's iShares Select Dividend ETF position peaked at $109K in Q4 2017.
859 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.