Ancora Family Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Ancora Family Wealth 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
2016 Q3	$420K	Buy	+25,845	New	+$425K	0.14%	138

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

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

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

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancora Family Wealth Advisors's HDV Position: Q3 2016 in Review

Ancora Family Wealth Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2016: 25,845 shares worth $420K. The stake represents 0.14% of the portfolio and ranks #138 among its holdings.

295 funds tracked by Wall St. Rank hold HDV as of Q3 2016.

Ancora Family Wealth Advisors held 25,845 shares of iShares Core High Dividend ETF worth $420K as of Q3 2016.
iShares Core High Dividend ETF was a new Ancora Family Wealth Advisors position in Q3 2016.
iShares Core High Dividend ETF made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #138 holding.
295 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.