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SNS Financial Group’s iShares International Select Dividend ETF IDV Stock Holding History

SNS Financial 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
2014
Q1 		– Sell
-6,421
Closed -$244K – 109
2013
Q4 		$244K Buy
6,421
+350
+6% +$13.1K 0.11% 111
2013
Q3 		$220K Buy
+6,071
New +$210K 0.14% 98

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

SNS Financial Group's IDV Position: Q1 2014 in Review

SNS Financial Group sold out of iShares International Select Dividend ETF (IDV) in Q1 2014, closing a stake of 6,421 shares — an estimated $244K sold.

SNS Financial Group first reported a position in IDV in Q3 2013 and held it in 2 quarters. The position peaked at $244K in Q4 2013. 217 funds tracked by Wall St. Rank hold IDV as of Q1 2014.

  • SNS Financial Group reported no remaining iShares International Select Dividend ETF position as of Q1 2014 after selling out during the quarter.
  • SNS Financial Group sold 6,421 iShares International Select Dividend ETF shares in Q1 2014, an estimated $244K.
  • SNS Financial Group first reported a position in iShares International Select Dividend ETF in Q3 2013 and held it in 2 quarters.
  • SNS Financial Group's iShares International Select Dividend ETF position peaked at $244K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2014.

Based on SNS Financial Group's 13F filing for Q1 2014, filed 16 May 2014.