Sunflower Bank Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Sunflower Bank Wealth Management’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
2020 Q3	$1.1M	Sell	13,446 -3,970	-23%	-$331K	0.37%	38
2020 Q2	$1.41M	Sell	17,416 -35	-0.2%	-$2.8K	0.47%	32
2020 Q1	$1.28M	Sell	17,451 -235	-1%	-$22.5K	0.49%	31
2019 Q4	$1.87M	Sell	17,686 -245	-1%	-$25.2K	0.57%	29
2019 Q3	$1.83M	Sell	17,931 -260	-1%	-$25.9K	0.58%	30
2019 Q2	$1.81M	Sell	18,191 -180	-1%	-$17.8K	0.58%	29
2019 Q1	$1.8M	Sell	18,371 -1,360	-7%	-$130K	0.54%	31
2018 Q4	$1.76M	Buy	19,731 +237	+1%	+$22.7K	0.56%	30
2018 Q3	$1.95M	Sell	19,494 -130	-0.7%	-$13K	0.55%	30
2018 Q2	$1.92M	Sell	19,624 -414	-2%	-$40.2K	0.56%	31
2018 Q1	$1.91M	Sell	20,038 -411	-2%	-$40.1K	0.53%	33
2017 Q4	$2.02M	Sell	20,449 -465	-2%	-$44.8K	0.54%	34
2017 Q3	$1.96M	Buy	20,914 +235	+1%	+$21.7K	0.71%	23
2017 Q2	$1.91M	Sell	20,679 -305	-1%	-$28K	0.65%	34
2017 Q1	$1.91M	Buy	20,984 +641	+3%	+$58K	0.65%	32
2016 Q4	$1.8M	Sell	20,343 -520	-2%	-$44.8K	0.64%	31
2016 Q3	$1.79M	Buy	20,863 +475	+2%	+$41K	0.65%	32
2016 Q2	$1.74M	Sell	20,388 -80	-0.4%	-$6.59K	0.61%	34
2016 Q1	$1.67M	Sell	20,468 -1,653	-7%	-$126K	0.6%	34
2015 Q4	$1.66M	Sell	22,121 -1,540	-7%	-$117K	0.58%	36
2015 Q3	$1.72M	Sell	23,661 -2,235	-9%	-$167K	0.63%	31
2015 Q2	$1.95M	Sell	25,896 -2,725	-10%	-$213K	0.66%	28
2015 Q1	$2.23M	Sell	28,621 -1,210	-4%	-$95.7K	0.73%	28
2014 Q4	$2.37M	Buy	29,831 +3,032	+11%	+$234K	0.75%	25
2014 Q3	$1.98M	Sell	26,799 -1,365	-5%	-$103K	0.67%	28
2014 Q2	$2.17M	Buy	28,164 +2,455	+10%	+$183K	0.88%	28
2014 Q1	$1.89M	Buy	25,709 +2,680	+12%	+$190K	0.91%	23
2013 Q4	$1.64M	Buy	23,029 +797	+4%	+$55.4K	0.83%	23
2013 Q3	$1.48M	Buy	22,232 +3,596	+19%	+$239K	0.8%	24
2013 Q2	$1.19M	Buy	+18,636	New	+$1.21M	0.65%	30

Other funds holding DVY

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunflower Bank Wealth Management's DVY Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 23% in Q3 2020, selling an estimated $331K and leaving 13,446 shares worth $1.1M. The position accounts for 0.37% of the portfolio, ranked #38.

Sunflower Bank Wealth Management first reported a position in DVY in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.37M in Q4 2014. 859 funds tracked by Wall St. Rank hold DVY as of Q3 2020.

Sunflower Bank Wealth Management held 13,446 shares of iShares Select Dividend ETF worth $1.1M as of Q3 2020.
Sunflower Bank Wealth Management sold 3,970 iShares Select Dividend ETF shares in Q3 2020, an estimated $331K.
iShares Select Dividend ETF made up 0.37% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #38 holding.
Sunflower Bank Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's iShares Select Dividend ETF position peaked at $2.37M in Q4 2014.
859 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.