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

SVA 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
2018 Q3	–	Sell	-2,382	Closed	-$233K	–	216
2018 Q2	$233K	Buy	+2,382	New	+$231K	0.03%	198
2018 Q1	–	Sell	-2,082	Closed	-$205K	–	207
2017 Q4	$205K	Buy	+2,082	New	+$200K	0.02%	199
2015 Q4	–	Sell	-2,771	Closed	-$202K	–	210
2015 Q3	$202K	Sell	2,771 -690	-20%	-$51.6K	0.04%	197
2015 Q2	$260K	Hold	3,461	–	–	0.05%	184
2015 Q1	$270K	Buy	3,461 +918	+36%	+$72.6K	0.05%	186
2014 Q4	$202K	Buy	+2,543	New	+$196K	0.07%	178
2014 Q2	–	Sell	-2,873	Closed	-$211K	–	165
2014 Q1	$211K	Buy	+2,873	New	+$204K	0.1%	145

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

SVA Wealth Management's DVY Position: Q3 2018 in Review

SVA Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q3 2018, closing a stake of 2,382 shares — an estimated $233K sold.

SVA Wealth Management first reported a position in DVY in Q1 2014 and held it in 7 quarters. The position peaked at $270K in Q1 2015. 835 funds tracked by Wall St. Rank hold DVY as of Q3 2018.

SVA Wealth Management reported no remaining iShares Select Dividend ETF position as of Q3 2018 after selling out during the quarter.
SVA Wealth Management sold 2,382 iShares Select Dividend ETF shares in Q3 2018, an estimated $233K.
SVA Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2014 and held it in 7 quarters.
SVA Wealth Management's iShares Select Dividend ETF position peaked at $270K in Q1 2015.
835 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2018.

Based on SVA Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.