SYM Financial Corp’s iShares Select Dividend ETF DVY Stock Holding History

SYM Financial Corp’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 Q4	–	Sell	-552	Closed	-$55K	–	86
2018 Q3	$55K	Hold	552	–	–	0.03%	62
2018 Q2	$54K	Hold	552	–	–	0.03%	47
2018 Q1	$53K	Sell	552 -198	-26%	-$19.3K	0.03%	41
2017 Q4	$74K	Buy	+750	New	+$72.2K	0.03%	52

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NLI

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

SYM Financial Corp's DVY Position: Q4 2018 in Review

SYM Financial Corp sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 552 shares — an estimated $55K sold.

SYM Financial Corp first reported a position in DVY in Q4 2017 and held it in 4 quarters. The position peaked at $74K in Q4 2017. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

SYM Financial Corp reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
SYM Financial Corp sold 552 iShares Select Dividend ETF shares in Q4 2018, an estimated $55K.
SYM Financial Corp first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 4 quarters.
SYM Financial Corp's iShares Select Dividend ETF position peaked at $74K in Q4 2017.
879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on SYM Financial Corp's 13F filing for Q4 2018, filed 13 Feb 2019.