BCA
HDV

Berman Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Berman Capital 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
Q3 		– Sell
-1,680
Closed -$27K – 1671
2020
Q2 		$27K Buy
+1,680
New +$27.1K 0.01% 464
2018
Q1 		– Sell
-12,325
Closed -$222K – 115
2017
Q4 		$222K Buy
+12,325
New +$216K 0.07% 95

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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $79.5B AUM 27.1% 1-Year Est. Return

Berman Capital Advisors's HDV Position: Q3 2020 in Review

Berman Capital Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2020, closing a stake of 1,680 shares — an estimated $27K sold.

Berman Capital Advisors first reported a position in HDV in Q4 2017 and held it in 2 quarters. The position peaked at $222K in Q4 2017. 474 funds tracked by Wall St. Rank hold HDV as of Q3 2020.

  • Berman Capital Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 1,680 iShares Core High Dividend ETF shares in Q3 2020, an estimated $27K.
  • Berman Capital Advisors first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 2 quarters.
  • Berman Capital Advisors's iShares Core High Dividend ETF position peaked at $222K in Q4 2017.
  • 474 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.