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

Arbor 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 Q2	–	Sell	-17,655	Closed	-$329K	–	79
2019 Q1	$329K	Hold	17,655	–	–	0.1%	55
2018 Q4	$298K	Hold	17,655	–	–	0.11%	43
2018 Q3	$320K	Hold	17,655	–	–	0.12%	45
2018 Q2	$300K	Hold	17,655	–	–	0.12%	43
2018 Q1	$298K	Hold	17,655	–	–	0.12%	39
2017 Q4	$318K	Sell	17,655 -7,875	-31%	-$138K	0.14%	37
2017 Q3	$439K	Hold	25,530	–	–	0.21%	29
2017 Q2	$424K	Buy	+25,530	New	+$428K	0.21%	29

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

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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

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

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

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

Arbor Investment Advisors's HDV Position: Q2 2019 in Review

Arbor Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2019, closing a stake of 17,655 shares — an estimated $329K sold.

Arbor Investment Advisors first reported a position in HDV in Q2 2017 and held it in 8 quarters. The position peaked at $439K in Q3 2017. 485 funds tracked by Wall St. Rank hold HDV as of Q2 2019.

Arbor Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2019 after selling out during the quarter.
Arbor Investment Advisors sold 17,655 iShares Core High Dividend ETF shares in Q2 2019, an estimated $329K.
Arbor Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2017 and held it in 8 quarters.
Arbor Investment Advisors's iShares Core High Dividend ETF position peaked at $439K in Q3 2017.
485 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2019.

Based on Arbor Investment Advisors's 13F filing for Q2 2019, filed 11 Jul 2019.