Bellwether Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History

Bellwether Investment Group’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 Q2	$141K	Buy	+8,585	New	+$137K	0.15%	146

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

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

DCM

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Bellwether Investment Group's HDV Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2016: 8,585 shares worth $141K. The stake represents 0.15% of the portfolio and ranks #146 among its holdings.

281 funds tracked by Wall St. Rank hold HDV as of Q2 2016.

Bellwether Investment Group held 8,585 shares of iShares Core High Dividend ETF worth $141K as of Q2 2016.
iShares Core High Dividend ETF was a new Bellwether Investment Group position in Q2 2016.
iShares Core High Dividend ETF made up 0.15% of Bellwether Investment Group's portfolio in Q2 2016, its #146 holding.
281 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.