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Valtinson Bruner Financial Planning’s iShares Select Dividend ETF DVY Stock Holding History

Valtinson Bruner Financial Planning’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
-2,010
Closed -$210K – 73
2019
Q4 		$210K Hold
2,010
– – 0.15% 72
2019
Q3 		$203K Hold
2,010
– – 0.17% 65
2019
Q2 		$200K Buy
+2,010
New +$198K 0.17% 47

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $74.2B AUM 21.09% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valtinson Bruner Financial Planning's DVY Position: Q1 2020 in Review

Valtinson Bruner Financial Planning sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 2,010 shares — an estimated $210K sold.

Valtinson Bruner Financial Planning first reported a position in DVY in Q2 2019 and held it in 3 quarters. The position peaked at $210K in Q4 2019. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

  • Valtinson Bruner Financial Planning reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 2,010 iShares Select Dividend ETF shares in Q1 2020, an estimated $210K.
  • Valtinson Bruner Financial Planning first reported a position in iShares Select Dividend ETF in Q2 2019 and held it in 3 quarters.
  • Valtinson Bruner Financial Planning's iShares Select Dividend ETF position peaked at $210K in Q4 2019.
  • 912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2020, filed 5 May 2020.