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Wealthfront’s iShares Select Dividend ETF DVY Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-75
Closed -$5K – 485
2015
Q3 		$5K Hold
75
– – ﹤0.01% 1098
2015
Q2 		$6K Hold
75
– – ﹤0.01% 989
2015
Q1 		$6K Sell
75
-125
-63% -$9.89K ﹤0.01% 740
2014
Q4 		$16K Buy
+200
New +$15.4K ﹤0.01% 555

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront's DVY Position: Q4 2015 in Review

Wealthfront sold out of iShares Select Dividend ETF (DVY) in Q4 2015, closing a stake of 75 shares — an estimated $5K sold.

Wealthfront first reported a position in DVY in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q4 2014. 606 funds tracked by Wall St. Rank hold DVY as of Q4 2015.

  • Wealthfront reported no remaining iShares Select Dividend ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 75 iShares Select Dividend ETF shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in iShares Select Dividend ETF in Q4 2014 and held it in 4 quarters.
  • Wealthfront's iShares Select Dividend ETF position peaked at $16K in Q4 2014.
  • 606 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.