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TD Ameritrade Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

TD Ameritrade Investment 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
2019
Q4 		– Sell
-231
Closed -$24K – 612
2019
Q3 		$24K Buy
+231
New +$23K ﹤0.01% 363

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Ameritrade Investment Management's DVY Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of iShares Select Dividend ETF (DVY) in Q4 2019, closing a stake of 231 shares — an estimated $24K sold.

TD Ameritrade Investment Management first reported a position in DVY in Q3 2019 and held it in 1 quarter. The position peaked at $24K in Q3 2019. 1,017 funds tracked by Wall St. Rank hold DVY as of Q4 2019.

  • TD Ameritrade Investment Management reported no remaining iShares Select Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 231 iShares Select Dividend ETF shares in Q4 2019, an estimated $24K.
  • TD Ameritrade Investment Management first reported a position in iShares Select Dividend ETF in Q3 2019 and held it in 1 quarter.
  • TD Ameritrade Investment Management's iShares Select Dividend ETF position peaked at $24K in Q3 2019.
  • 1,017 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.