AIA
HDV

Alera Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Alera Investment 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
2019
Q1 		– Sell
-530
Closed -$9K – 1243
2018
Q4 		$9K Buy
+530
New +$9.43K 0.01% 452

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Alera Investment Advisors's HDV Position: Q1 2019 in Review

Alera Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2019, closing a stake of 530 shares — an estimated $9K sold.

Alera Investment Advisors first reported a position in HDV in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 458 funds tracked by Wall St. Rank hold HDV as of Q1 2019.

  • Alera Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 530 iShares Core High Dividend ETF shares in Q1 2019, an estimated $9K.
  • Alera Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's iShares Core High Dividend ETF position peaked at $9K in Q4 2018.
  • 458 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.