WFG Advisors’s iShares Select Dividend ETF DVY Stock Holding History

WFG Advisors’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
2017 Q2	$1.55M	Buy	16,866 +3,014	+22%	+$277K	0.35%	75
2017 Q1	$1.26M	Sell	13,852 -27	-0.2%	-$2.44K	0.34%	74
2016 Q4	$1.23M	Buy	13,879 +681	+5%	+$58.6K	0.3%	87
2016 Q3	$1.13M	Buy	13,198 +761	+6%	+$65.7K	0.28%	90
2016 Q2	$1.06M	Sell	12,437 -6,929	-36%	-$571K	0.28%	90
2016 Q1	$1.58M	Buy	19,366 +4,773	+33%	+$364K	0.46%	44
2015 Q4	$1.1M	Buy	14,593 +1,812	+14%	+$138K	0.33%	71
2015 Q3	$930K	Sell	12,781 -1,589	-11%	-$119K	0.29%	77
2015 Q2	$1.08M	Buy	14,370 +1,664	+13%	+$130K	0.3%	74
2015 Q1	$990K	Buy	12,706 +265	+2%	+$21K	0.28%	76
2014 Q4	$988K	Buy	12,441 +1,157	+10%	+$89.3K	0.2%	110
2014 Q3	$833K	Sell	11,284 -1,565	-12%	-$118K	0.16%	161
2014 Q2	$989K	Buy	12,849 +2,236	+21%	+$167K	0.18%	131
2014 Q1	$778K	Buy	10,613 +306	+3%	+$21.7K	0.16%	167
2013 Q4	$735K	Buy	10,307 +4,062	+65%	+$282K	0.1%	226
2013 Q3	$414K	Sell	6,245 -812	-12%	-$54K	0.06%	317
2013 Q2	$452K	Buy	+7,057	New	+$457K	0.08%	280

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's DVY Position: Q2 2017 in Review

WFG Advisors increased its iShares Select Dividend ETF (DVY) stake by 22% in Q2 2017, buying an estimated $277K and bringing the position to 16,866 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #75.

WFG Advisors first reported a position in DVY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.58M in Q1 2016. 705 funds tracked by Wall St. Rank hold DVY as of Q2 2017.

WFG Advisors held 16,866 shares of iShares Select Dividend ETF worth $1.55M as of Q2 2017.
WFG Advisors bought 3,014 iShares Select Dividend ETF shares in Q2 2017, an estimated $277K.
iShares Select Dividend ETF made up 0.35% of WFG Advisors's portfolio in Q2 2017, its #75 holding.
WFG Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Select Dividend ETF position peaked at $1.58M in Q1 2016.
705 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.