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Signator Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

Signator Financial 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
2013
Q3 		$693K Buy
10,419
+978
+10% +$65K 0.68% 20
2013
Q2 		$604K Buy
+9,441
New +$611K 0.65% 20

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Signator Financial Services's DVY Position: Q3 2013 in Review

Signator Financial Services increased its iShares Select Dividend ETF (DVY) stake by 10% in Q3 2013, buying an estimated $65K and bringing the position to 10,419 shares worth $693K. The position accounts for 0.68% of the portfolio, ranked #20.

Signator Financial Services first reported a position in DVY in Q2 2013 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold DVY as of Q3 2013.

  • Signator Financial Services held 10,419 shares of iShares Select Dividend ETF worth $693K as of Q3 2013.
  • Signator Financial Services bought 978 iShares Select Dividend ETF shares in Q3 2013, an estimated $65K.
  • iShares Select Dividend ETF made up 0.68% of Signator Financial Services's portfolio in Q3 2013, its #20 holding.
  • Signator Financial Services first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.