AWMS
HDV

Advocacy Wealth Management Services’s iShares Core High Dividend ETF HDV Stock Holding History

Advocacy Wealth Management Services’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
2017
Q1 		– Sell
-60
Closed -$1K – 321
2016
Q4 		$1K Sell
60
-115
-66% -$1.85K ﹤0.01% 295
2016
Q3 		$3K Sell
175
-80
-31% -$1.32K ﹤0.01% 343
2016
Q2 		$4K Buy
+255
New +$4.06K ﹤0.01% 358

Other funds holding HDV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Advocacy Wealth Management Services's HDV Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of iShares Core High Dividend ETF (HDV) in Q1 2017, closing a stake of 60 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in HDV in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 305 funds tracked by Wall St. Rank hold HDV as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining iShares Core High Dividend ETF position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 60 iShares Core High Dividend ETF shares in Q1 2017, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in iShares Core High Dividend ETF in Q2 2016 and held it in 3 quarters.
  • Advocacy Wealth Management Services's iShares Core High Dividend ETF position peaked at $4K in Q2 2016.
  • 305 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.