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Stancorp Investment Advisers’s iShares Select Dividend ETF DVY Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$181K Sell
2,318
-760
-25% -$60.1K 0.09% 171
2014
Q4 		$244K Buy
+3,078
New +$238K 0.11% 153

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Stancorp Investment Advisers's DVY Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its iShares Select Dividend ETF (DVY) stake by 25% in Q1 2015, selling an estimated $60.1K and leaving 2,318 shares worth $181K. The position accounts for 0.09% of the portfolio, ranked #171.

Stancorp Investment Advisers first reported a position in DVY in Q4 2014 and has held it in 2 quarters since. The position peaked at $244K in Q4 2014. 577 funds tracked by Wall St. Rank hold DVY as of Q1 2015.

  • Stancorp Investment Advisers held 2,318 shares of iShares Select Dividend ETF worth $181K as of Q1 2015.
  • Stancorp Investment Advisers sold 760 iShares Select Dividend ETF shares in Q1 2015, an estimated $60.1K.
  • iShares Select Dividend ETF made up 0.09% of Stancorp Investment Advisers's portfolio in Q1 2015, its #171 holding.
  • Stancorp Investment Advisers first reported a position in iShares Select Dividend ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares Select Dividend ETF position peaked at $244K in Q4 2014.
  • 577 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.