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UBP Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

UBP Investment 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
2018
Q4 		– Sell
-10,925
Closed -$1.09M – 45
2018
Q3 		$1.09M Hold
10,925
– – 1.04% 27
2018
Q2 		$1.06M Hold
10,925
– – 1.25% 24
2018
Q1 		$1.04M Hold
10,925
– – 1.12% 25
2017
Q4 		$1.08M Buy
+10,925
New +$1.05M 1.27% 24

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBP Investment Advisors's DVY Position: Q4 2018 in Review

UBP Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2018, closing a stake of 10,925 shares — an estimated $1.09M sold.

UBP Investment Advisors first reported a position in DVY in Q4 2017 and held it in 4 quarters. The position peaked at $1.09M in Q3 2018. 879 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

  • UBP Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 10,925 iShares Select Dividend ETF shares in Q4 2018, an estimated $1.09M.
  • UBP Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 4 quarters.
  • UBP Investment Advisors's iShares Select Dividend ETF position peaked at $1.09M in Q3 2018.
  • 879 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on UBP Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.