ACS
HDV

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

Archford Capital Strategies’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
2015
Q1 		– Sell
-2,450
Closed -$38K – 769
2014
Q4 		$38K Buy
+2,450
New +$37.4K 0.03% 230

Other funds holding HDV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Archford Capital Strategies's HDV Position: Q1 2015 in Review

Archford Capital Strategies sold out of iShares Core High Dividend ETF (HDV) in Q1 2015, closing a stake of 2,450 shares — an estimated $38K sold.

Archford Capital Strategies first reported a position in HDV in Q4 2014 and held it in 1 quarter. The position peaked at $38K in Q4 2014. 214 funds tracked by Wall St. Rank hold HDV as of Q1 2015.

  • Archford Capital Strategies reported no remaining iShares Core High Dividend ETF position as of Q1 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 2,450 iShares Core High Dividend ETF shares in Q1 2015, an estimated $38K.
  • Archford Capital Strategies first reported a position in iShares Core High Dividend ETF in Q4 2014 and held it in 1 quarter.
  • Archford Capital Strategies's iShares Core High Dividend ETF position peaked at $38K in Q4 2014.
  • 214 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2015.

Based on Archford Capital Strategies's 13F filing for Q1 2015, filed 14 May 2015.