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Texas Capital Bank Wealth Management Services’s iShares Select Dividend ETF DVY Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q1 		– Sell
-3,511
Closed -$371K – 111
2019
Q4 		$371K Buy
+3,511
New +$362K 0.08% 92

Other funds holding DVY

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DVY Position: Q1 2020 in Review

Texas Capital Bank Wealth Management Services sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 3,511 shares — an estimated $371K sold.

Texas Capital Bank Wealth Management Services first reported a position in DVY in Q4 2019 and held it in 1 quarter. The position peaked at $371K in Q4 2019. 913 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

  • Texas Capital Bank Wealth Management Services reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 3,511 iShares Select Dividend ETF shares in Q1 2020, an estimated $371K.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's iShares Select Dividend ETF position peaked at $371K in Q4 2019.
  • 913 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2020, filed 28 Apr 2020.