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Smart Money Group’s iShares Select Dividend ETF DVY Stock Holding History

Smart Money 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
Q2 		– Sell
-2,857
Closed -$272K – 58
2018
Q1 		$272K Buy
+2,857
New +$279K 0.28% 46

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smart Money Group's DVY Position: Q2 2018 in Review

Smart Money Group sold out of iShares Select Dividend ETF (DVY) in Q2 2018, closing a stake of 2,857 shares — an estimated $272K sold.

Smart Money Group first reported a position in DVY in Q1 2018 and held it in 1 quarter. The position peaked at $272K in Q1 2018. 818 funds tracked by Wall St. Rank hold DVY as of Q2 2018.

  • Smart Money Group reported no remaining iShares Select Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Smart Money Group sold 2,857 iShares Select Dividend ETF shares in Q2 2018, an estimated $272K.
  • Smart Money Group first reported a position in iShares Select Dividend ETF in Q1 2018 and held it in 1 quarter.
  • Smart Money Group's iShares Select Dividend ETF position peaked at $272K in Q1 2018.
  • 818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2018.

Based on Smart Money Group's 13F filing for Q2 2018, filed 10 Aug 2018.