US Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-1,107
Closed -$83K 511
2015
Q4
$83K Buy
+1,107
New +$84.2K 0.08% 102
2015
Q2
Sell
-1,107
Closed -$86.4K 538
2015
Q1
$86K Hold
1,107
0.08% 75
2014
Q4
$88K Buy
+1,107
New +$85.5K 0.08% 77

Other funds holding DVY

US Financial Advisors's DVY Position: Q1 2016 in Review

US Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2016, closing a stake of 1,107 shares — an estimated $83K sold.

US Financial Advisors first reported a position in DVY in Q4 2014 and held it in 3 quarters. The position peaked at $88K in Q4 2014. 610 funds tracked by Wall St. Rank hold DVY as of Q1 2016.

  • US Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,107 iShares Select Dividend ETF shares in Q1 2016, an estimated $83K.
  • US Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's iShares Select Dividend ETF position peaked at $88K in Q4 2014.
  • 610 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.