Cascade Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Cascade Investment 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 Q4	–	Sell	-1,000	Closed	-$16.1K	–	258
2020 Q3	$16.1K	Hold	1,000	–	–	0.01%	198
2020 Q2	$16.2K	Hold	1,000	–	–	0.02%	191
2020 Q1	$14.3K	Hold	1,000	–	–	0.02%	189
2019 Q4	$19.6K	Hold	1,000	–	–	0.02%	191
2019 Q3	$18.8K	Hold	1,000	–	–	0.01%	194
2019 Q2	$18.9K	Hold	1,000	–	–	0.02%	184
2019 Q1	$18.7K	Hold	1,000	–	–	0.02%	171
2018 Q4	$16.9K	Buy	+1,000	New	+$17.8K	0.02%	174

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cascade Investment Advisors's HDV Position: Q4 2020 in Review

Cascade Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2020, closing a stake of 1,000 shares — an estimated $16.1K sold.

Cascade Investment Advisors first reported a position in HDV in Q4 2018 and held it in 8 quarters. The position peaked at $19.6K in Q4 2019. 506 funds tracked by Wall St. Rank hold HDV as of Q4 2020.

Cascade Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2020 after selling out during the quarter.
Cascade Investment Advisors sold 1,000 iShares Core High Dividend ETF shares in Q4 2020, an estimated $16.1K.
Cascade Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 8 quarters.
Cascade Investment Advisors's iShares Core High Dividend ETF position peaked at $19.6K in Q4 2019.
506 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2020.

Based on Cascade Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.