Tiedemann Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Tiedemann Advisors’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 Q4	–	Sell	-6,948	Closed	-$565K	–	326
2020 Q3	$565K	Sell	6,948 -8,303	-54%	-$692K	0.03%	218
2020 Q2	$1.23M	Sell	15,251 -5,912	-28%	-$472K	0.07%	151
2020 Q1	$1.56M	Buy	21,163 +18,903	+836%	+$1.81M	0.1%	121
2019 Q4	$240K	Buy	+2,260	New	+$233K	0.01%	267
2018 Q4	–	Sell	-2,692	Closed	-$271K	–	430
2018 Q3	$271K	Buy	+2,692	New	+$270K	0.02%	268

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tiedemann Advisors's DVY Position: Q4 2020 in Review

Tiedemann Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2020, closing a stake of 6,948 shares — an estimated $565K sold.

Tiedemann Advisors first reported a position in DVY in Q3 2018 and held it in 5 quarters. The position peaked at $1.56M in Q1 2020. 964 funds tracked by Wall St. Rank hold DVY as of Q4 2020.

Tiedemann Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
Tiedemann Advisors sold 6,948 iShares Select Dividend ETF shares in Q4 2020, an estimated $565K.
Tiedemann Advisors first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 5 quarters.
Tiedemann Advisors's iShares Select Dividend ETF position peaked at $1.56M in Q1 2020.
964 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.