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WealthTrust-Arizona’s iShares Select Dividend ETF DVY Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-60
Closed -$6K – 677
2018
Q1 		$6K Buy
+60
New +$5.86K ﹤0.01% 469

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthTrust-Arizona's DVY Position: Q2 2018 in Review

WealthTrust-Arizona sold out of iShares Select Dividend ETF (DVY) in Q2 2018, closing a stake of 60 shares — an estimated $6K sold.

WealthTrust-Arizona first reported a position in DVY in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 818 funds tracked by Wall St. Rank hold DVY as of Q2 2018.

  • WealthTrust-Arizona reported no remaining iShares Select Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 60 iShares Select Dividend ETF shares in Q2 2018, an estimated $6K.
  • WealthTrust-Arizona first reported a position in iShares Select Dividend ETF in Q1 2018 and held it in 1 quarter.
  • WealthTrust-Arizona's iShares Select Dividend ETF position peaked at $6K in Q1 2018.
  • 818 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.