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Sound View Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$5.28M Buy
53,808
+2,850
+6% +$273K 1.66% 12
2018
Q4 		$4.55M Buy
+50,958
New +$4.88M 1.65% 13

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Sound View Wealth Advisors's DVY Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 5.6% in Q1 2019, buying an estimated $273K and bringing the position to 53,808 shares worth $5.28M. The position accounts for 1.66% of the portfolio, ranked #12.

Sound View Wealth Advisors first reported a position in DVY in Q4 2018 and has held it in 2 quarters since. 903 funds tracked by Wall St. Rank hold DVY as of Q1 2019.

  • Sound View Wealth Advisors held 53,808 shares of iShares Select Dividend ETF worth $5.28M as of Q1 2019.
  • Sound View Wealth Advisors bought 2,850 iShares Select Dividend ETF shares in Q1 2019, an estimated $273K.
  • iShares Select Dividend ETF made up 1.66% of Sound View Wealth Advisors's portfolio in Q1 2019, its #12 holding.
  • Sound View Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 2 quarters since.
  • 903 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.