AC
HDV

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

Alexandria Capital’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
2013
Q3 		– Sell
-2,625
Closed -$35K – 642
2013
Q2 		$35K Buy
+2,625
New +$35.5K 0.02% 259

Other funds holding HDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Alexandria Capital's HDV Position: Q3 2013 in Review

Alexandria Capital sold out of iShares Core High Dividend ETF (HDV) in Q3 2013, closing a stake of 2,625 shares — an estimated $35K sold.

Alexandria Capital first reported a position in HDV in Q2 2013 and held it in 1 quarter. The position peaked at $35K in Q2 2013. 152 funds tracked by Wall St. Rank hold HDV as of Q3 2013.

  • Alexandria Capital reported no remaining iShares Core High Dividend ETF position as of Q3 2013 after selling out during the quarter.
  • Alexandria Capital sold 2,625 iShares Core High Dividend ETF shares in Q3 2013, an estimated $35K.
  • Alexandria Capital first reported a position in iShares Core High Dividend ETF in Q2 2013 and held it in 1 quarter.
  • Alexandria Capital's iShares Core High Dividend ETF position peaked at $35K in Q2 2013.
  • 152 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2013.

Based on Alexandria Capital's 13F filing for Q3 2013, filed 1 Nov 2013.