ACP
HDV

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

Aveo Capital Partners’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
2020
Q4 		– Sell
-17,245
Closed -$278K – 102
2020
Q3 		$278K Buy
+17,245
New +$287K 0.1% 161

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
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aveo Capital Partners's HDV Position: Q4 2020 in Review

Aveo Capital Partners sold out of iShares Core High Dividend ETF (HDV) in Q4 2020, closing a stake of 17,245 shares — an estimated $278K sold.

Aveo Capital Partners first reported a position in HDV in Q3 2020 and held it in 1 quarter. The position peaked at $278K in Q3 2020. 506 funds tracked by Wall St. Rank hold HDV as of Q4 2020.

  • Aveo Capital Partners reported no remaining iShares Core High Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Aveo Capital Partners sold 17,245 iShares Core High Dividend ETF shares in Q4 2020, an estimated $278K.
  • Aveo Capital Partners first reported a position in iShares Core High Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Aveo Capital Partners's iShares Core High Dividend ETF position peaked at $278K in Q3 2020.
  • 506 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2020.

Based on Aveo Capital Partners's 13F filing for Q4 2020, filed 10 Feb 2021.