Smith Salley Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Smith Salley Wealth Management’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	-2,015	Closed	-$201K	–	174
2018 Q3	$201K	Sell	2,015 -350	-15%	-$35.1K	0.03%	184
2018 Q2	$231K	Sell	2,365 -273	-10%	-$26.5K	0.04%	167
2018 Q1	$251K	Buy	+2,638	New	+$258K	0.05%	158

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

Smith Salley Wealth Management's DVY Position: Q4 2018 in Review

Smith Salley Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 2,015 shares — an estimated $201K sold.

Smith Salley Wealth Management first reported a position in DVY in Q1 2018 and held it in 3 quarters. The position peaked at $251K in Q1 2018. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

Smith Salley Wealth Management reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Smith Salley Wealth Management sold 2,015 iShares Select Dividend ETF shares in Q4 2018, an estimated $201K.
Smith Salley Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2018 and held it in 3 quarters.
Smith Salley Wealth Management's iShares Select Dividend ETF position peaked at $251K in Q1 2018.
879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Smith Salley Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.