Sumit Capital’s iShares Select Dividend ETF DVY Stock Holding History

Sumit Capital’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
2014 Q4	–	Sell	-3,024	Closed	-$223K	–	31
2014 Q3	$223K	Sell	3,024 -236	-7%	-$17.8K	0.88%	40
2014 Q2	$251K	Buy	+3,260	New	+$244K	1.05%	34

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumit Capital's DVY Position: Q4 2014 in Review

Sumit Capital sold out of iShares Select Dividend ETF (DVY) in Q4 2014, closing a stake of 3,024 shares — an estimated $223K sold.

Sumit Capital first reported a position in DVY in Q2 2014 and held it in 2 quarters. The position peaked at $251K in Q2 2014. 589 funds tracked by Wall St. Rank hold DVY as of Q4 2014.

Sumit Capital reported no remaining iShares Select Dividend ETF position as of Q4 2014 after selling out during the quarter.
Sumit Capital sold 3,024 iShares Select Dividend ETF shares in Q4 2014, an estimated $223K.
Sumit Capital first reported a position in iShares Select Dividend ETF in Q2 2014 and held it in 2 quarters.
Sumit Capital's iShares Select Dividend ETF position peaked at $251K in Q2 2014.
589 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.