Wells Fargo’s Reality Shares DIVS ETF DIVY Stock Holding History

Wells Fargo’s Portfolio DIVY Stock Details DIVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,000	Closed	-$52K	–	6947
2019 Q3	$52K	Buy	+2,000	New	+$52.5K	﹤0.01%	5552
2017 Q2	–	Sell	-1,204	Closed	-$31K	–	6569
2017 Q1	$31K	Hold	1,204	–	–	﹤0.01%	5603
2016 Q4	$30K	Buy	+1,204	New	+$29.4K	﹤0.01%	5528

Other funds holding DIVY

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWM

CCG Wealth Management San Diego, California $369M AUM 22.43% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Wells Fargo's DIVY Position: Q4 2019 in Review

Wells Fargo sold out of Reality Shares DIVS ETF (DIVY) in Q4 2019, closing a stake of 2,000 shares — an estimated $52K sold.

Wells Fargo first reported a position in DIVY in Q4 2016 and held it in 3 quarters. The position peaked at $52K in Q3 2019. 30 funds tracked by Wall St. Rank hold DIVY as of Q4 2019.

Wells Fargo reported no remaining Reality Shares DIVS ETF position as of Q4 2019 after selling out during the quarter.
Wells Fargo sold 2,000 Reality Shares DIVS ETF shares in Q4 2019, an estimated $52K.
Wells Fargo first reported a position in Reality Shares DIVS ETF in Q4 2016 and held it in 3 quarters.
Wells Fargo's Reality Shares DIVS ETF position peaked at $52K in Q3 2019.
30 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q4 2019.

Based on Wells Fargo's 13F filing for Q4 2019, filed 14 Feb 2020.