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

Signature Wealth Management Group’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-733	Closed	-$22K	–	175
2018 Q3	$22K	Hold	733	–	–	0.02%	143
2018 Q2	$23K	Hold	733	–	–	0.02%	138
2018 Q1	$24K	Hold	733	–	–	0.02%	135
2017 Q4	$25K	Buy	+733	New	+$24.6K	0.02%	130

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

Signature Wealth Management Group sold out of iShares International Select Dividend ETF (IDV) in Q4 2018, closing a stake of 733 shares — an estimated $22K sold.

Signature Wealth Management Group first reported a position in IDV in Q4 2017 and held it in 4 quarters. The position peaked at $25K in Q4 2017. 379 funds tracked by Wall St. Rank hold IDV as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares International Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 733 iShares International Select Dividend ETF shares in Q4 2018, an estimated $22K.
Signature Wealth Management Group first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares International Select Dividend ETF position peaked at $25K in Q4 2017.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2018.

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