Ackerman Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Ackerman Capital Advisors’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-185,910	Closed	-$2.66M	–	132
2020 Q1	$2.66M	Sell	185,910 -13,905	-7%	-$246K	1.04%	20
2019 Q4	$3.92M	Sell	199,815 -1,580	-0.8%	-$30.2K	1.16%	15
2019 Q3	$3.79M	Sell	201,395 -5,520	-3%	-$104K	1.31%	17
2019 Q2	$3.91K	Buy	206,915 +915	+0.4%	+$17.2K	0.02%	59
2019 Q1	$3.84K	Sell	206,000 -1,955	-0.9%	-$35.1K	0.02%	57
2018 Q4	$3.51K	Buy	+207,955	New	+$3.7M	0.27%	57
2018 Q1	$3.91M	Sell	216,890 -11,970	-5%	-$211K	1.57%	20
2017 Q4	$3.93M	Buy	+228,860	New	+$4M	1.67%	19
2017 Q2	$4.03M	Buy	+242,635	New	+$4.07M	1.69%	19

Other funds holding HDV

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ackerman Capital Advisors's HDV Position: Q2 2020 in Review

Ackerman Capital Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2020, closing a stake of 185,910 shares — an estimated $2.66M sold.

Ackerman Capital Advisors first reported a position in HDV in Q2 2017 and held it in 9 quarters. The position peaked at $4.03M in Q2 2017. 486 funds tracked by Wall St. Rank hold HDV as of Q2 2020.

Ackerman Capital Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 185,910 iShares Core High Dividend ETF shares in Q2 2020, an estimated $2.66M.
Ackerman Capital Advisors first reported a position in iShares Core High Dividend ETF in Q2 2017 and held it in 9 quarters.
Ackerman Capital Advisors's iShares Core High Dividend ETF position peaked at $4.03M in Q2 2017.
486 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2020.

Based on Ackerman Capital Advisors's 13F filing for Q2 2020, filed 20 Aug 2020.