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

WealthTrust-Arizona’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,950
Closed -$55K – 597
2015
Q3 		$55K Hold
1,950
– – 0.03% 142
2015
Q2 		$63K Hold
1,950
– – 0.04% 138
2015
Q1 		$66K Buy
+1,950
New +$67K 0.04% 135

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

WealthTrust-Arizona's IDV Position: Q4 2015 in Review

WealthTrust-Arizona sold out of iShares International Select Dividend ETF (IDV) in Q4 2015, closing a stake of 1,950 shares — an estimated $55K sold.

WealthTrust-Arizona first reported a position in IDV in Q1 2015 and held it in 3 quarters. The position peaked at $66K in Q1 2015. 253 funds tracked by Wall St. Rank hold IDV as of Q4 2015.

  • WealthTrust-Arizona reported no remaining iShares International Select Dividend ETF position as of Q4 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 1,950 iShares International Select Dividend ETF shares in Q4 2015, an estimated $55K.
  • WealthTrust-Arizona first reported a position in iShares International Select Dividend ETF in Q1 2015 and held it in 3 quarters.
  • WealthTrust-Arizona's iShares International Select Dividend ETF position peaked at $66K in Q1 2015.
  • 253 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2015.

Based on WealthTrust-Arizona's 13F filing for Q4 2015, filed 26 Jan 2016.