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Strategic Wealth Partners Group’s iShares Select Dividend ETF DVY Stock Holding History

Strategic Wealth Partners 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
2018
Q3 		– Sell
-885
Closed -$86.5K – 33
2018
Q2 		$86.5K Hold
885
– – 1.71% 9
2018
Q1 		$84.3K Buy
+885
New +$86.4K 6.59% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

Strategic Wealth Partners Group's DVY Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of iShares Select Dividend ETF (DVY) in Q3 2018, closing a stake of 885 shares — an estimated $86.5K sold.

Strategic Wealth Partners Group first reported a position in DVY in Q1 2018 and held it in 2 quarters. The position peaked at $86.5K in Q2 2018. 835 funds tracked by Wall St. Rank hold DVY as of Q3 2018.

  • Strategic Wealth Partners Group reported no remaining iShares Select Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 885 iShares Select Dividend ETF shares in Q3 2018, an estimated $86.5K.
  • Strategic Wealth Partners Group first reported a position in iShares Select Dividend ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners Group's iShares Select Dividend ETF position peaked at $86.5K in Q2 2018.
  • 835 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.