Cranbrook Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Cranbrook Wealth Management’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	-5,980	Closed	-$86K	–	268
2020 Q1	$86K	Hold	5,980	–	–	0.03%	110
2019 Q4	$117K	Hold	5,980	–	–	0.03%	108
2019 Q3	$113K	Hold	5,980	–	–	0.03%	102
2019 Q2	$113K	Hold	5,980	–	–	0.03%	99
2019 Q1	$112K	Hold	5,980	–	–	0.04%	99
2018 Q4	$101K	Hold	5,980	–	–	0.04%	99
2018 Q3	$108K	Hold	5,980	–	–	0.04%	94
2018 Q2	$102K	Hold	5,980	–	–	0.04%	93
2018 Q1	$101K	Hold	5,980	–	–	0.04%	91
2017 Q4	$108K	Hold	5,980	–	–	0.04%	87
2017 Q3	$103K	Hold	5,980	–	–	0.04%	88
2017 Q2	$99K	Hold	5,980	–	–	0.04%	88
2017 Q1	$100K	Hold	5,980	–	–	0.05%	83
2016 Q4	$98K	Hold	5,980	–	–	0.05%	83
2016 Q3	$97K	Buy	+5,980	New	+$98.4K	0.05%	78

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cranbrook Wealth Management's HDV Position: Q2 2020 in Review

Cranbrook Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2020, closing a stake of 5,980 shares — an estimated $86K sold.

Cranbrook Wealth Management first reported a position in HDV in Q3 2016 and held it in 15 quarters. The position peaked at $117K in Q4 2019. 487 funds tracked by Wall St. Rank hold HDV as of Q2 2020.

Cranbrook Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q2 2020 after selling out during the quarter.
Cranbrook Wealth Management sold 5,980 iShares Core High Dividend ETF shares in Q2 2020, an estimated $86K.
Cranbrook Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2016 and held it in 15 quarters.
Cranbrook Wealth Management's iShares Core High Dividend ETF position peaked at $117K in Q4 2019.
487 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2020.

Based on Cranbrook Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.