South Texas Money Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,710
Closed -$258K 219
2018
Q1
$258K Sell
2,710
-286
-10% -$27.9K 0.01% 197
2017
Q4
$295K Sell
2,996
-153
-5% -$14.7K 0.01% 176
2017
Q3
$295K Buy
+3,149
New +$291K 0.01% 171

Other funds holding DVY

South Texas Money Management's DVY Position: Q2 2018 in Review

South Texas Money Management sold out of iShares Select Dividend ETF (DVY) in Q2 2018, closing a stake of 2,710 shares — an estimated $258K sold.

South Texas Money Management first reported a position in DVY in Q3 2017 and held it in 3 quarters. The position peaked at $295K in Q4 2017. 818 funds tracked by Wall St. Rank hold DVY as of Q2 2018.

  • South Texas Money Management reported no remaining iShares Select Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • South Texas Money Management sold 2,710 iShares Select Dividend ETF shares in Q2 2018, an estimated $258K.
  • South Texas Money Management first reported a position in iShares Select Dividend ETF in Q3 2017 and held it in 3 quarters.
  • South Texas Money Management's iShares Select Dividend ETF position peaked at $295K in Q4 2017.
  • 818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2018.

Based on South Texas Money Management's 13F filing for Q2 2018, filed 8 Aug 2018.