Signature Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History

Signature Wealth Management 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
2018 Q4	–	Sell	-638	Closed	-$60K	–	133
2018 Q3	$60K	Buy	638 +232	+57%	+$23.3K	0.04%	102
2018 Q2	$40K	Hold	406	–	–	0.03%	114
2018 Q1	$39K	Hold	406	–	–	0.03%	112
2017 Q4	$40K	Buy	+406	New	+$39.1K	0.03%	111

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Signature Wealth Management Group's DVY Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 638 shares — an estimated $60K sold.

Signature Wealth Management Group first reported a position in DVY in Q4 2017 and held it in 4 quarters. The position peaked at $60K in Q3 2018. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 638 iShares Select Dividend ETF shares in Q4 2018, an estimated $60K.
Signature Wealth Management Group first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares Select Dividend ETF position peaked at $60K in Q3 2018.
879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.