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

Torch 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
2014
Q3 		– Sell
-125
Closed -$10K – 141
2014
Q2 		$10K Hold
125
– – 0.01% 238
2014
Q1 		$9K Buy
+125
New +$8.87K 0.01% 264

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $91.6B AUM 29.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Torch Wealth Management's DVY Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q3 2014, closing a stake of 125 shares — an estimated $10K sold.

Torch Wealth Management first reported a position in DVY in Q1 2014 and held it in 2 quarters. The position peaked at $10K in Q2 2014. 517 funds tracked by Wall St. Rank hold DVY as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares Select Dividend ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 125 iShares Select Dividend ETF shares in Q3 2014, an estimated $10K.
  • Torch Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2014 and held it in 2 quarters.
  • Torch Wealth Management's iShares Select Dividend ETF position peaked at $10K in Q2 2014.
  • 517 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.