Stanford Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-3,230	Closed	-$286K	–	77
2016 Q4	$286K	Hold	3,230	–	–	0.14%	41
2016 Q3	$277K	Hold	3,230	–	–	0.13%	45
2016 Q2	$275K	Sell	3,230 -123	-4%	-$10.1K	0.14%	45
2016 Q1	$274K	Hold	3,353	–	–	0.15%	46
2015 Q4	$252K	Buy	3,353 +2,456	+274%	+$187K	0.14%	49
2015 Q3	$65K	Buy	897 +709	+377%	+$53K	0.05%	104
2015 Q2	$14K	Hold	188	–	–	0.01%	262
2015 Q1	$15K	Hold	188	–	–	0.01%	253
2014 Q4	$15K	Buy	+188	New	+$14.5K	0.01%	257

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stanford Investment Group's DVY Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Select Dividend ETF (DVY) in Q1 2017, closing a stake of 3,230 shares — an estimated $286K sold.

Stanford Investment Group first reported a position in DVY in Q4 2014 and held it in 9 quarters. The position peaked at $286K in Q4 2016. 708 funds tracked by Wall St. Rank hold DVY as of Q1 2017.

Stanford Investment Group reported no remaining iShares Select Dividend ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 3,230 iShares Select Dividend ETF shares in Q1 2017, an estimated $286K.
Stanford Investment Group first reported a position in iShares Select Dividend ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Select Dividend ETF position peaked at $286K in Q4 2016.
708 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.