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

BDO 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
2020 Q2	–	Sell	-3,710	Closed	-$53K	–	724
2020 Q1	$53K	Buy	+3,710	New	+$65.5K	0.01%	328
2017 Q3	–	Sell	-325	Closed	-$5K	–	483
2017 Q2	$5K	Buy	+325	New	+$5.46K	﹤0.01%	425

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

BDO Wealth Advisors's HDV Position: Q2 2020 in Review

BDO Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2020, closing a stake of 3,710 shares — an estimated $53K sold.

BDO Wealth Advisors first reported a position in HDV in Q2 2017 and held it in 2 quarters. The position peaked at $53K in Q1 2020. 486 funds tracked by Wall St. Rank hold HDV as of Q2 2020.

BDO Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 3,710 iShares Core High Dividend ETF shares in Q2 2020, an estimated $53K.
BDO Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2017 and held it in 2 quarters.
BDO Wealth Advisors's iShares Core High Dividend ETF position peaked at $53K in Q1 2020.
486 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.