CCC
HDV

Crescent Capital Consulting’s iShares Core High Dividend ETF HDV Stock Holding History

Crescent Capital Consulting’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
2021
Q1 		– Sell
-168,325
Closed -$2.95M – 526
2020
Q4 		$2.95M Buy
+168,325
New +$2.85M 0.76% 33

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UBS Group
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SAM
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LPL Financial
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Wells Fargo
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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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Crescent Capital Consulting's HDV Position: Q1 2021 in Review

Crescent Capital Consulting sold out of iShares Core High Dividend ETF (HDV) in Q1 2021, closing a stake of 168,325 shares — an estimated $2.95M sold.

Crescent Capital Consulting first reported a position in HDV in Q4 2020 and held it in 1 quarter. The position peaked at $2.95M in Q4 2020. 517 funds tracked by Wall St. Rank hold HDV as of Q1 2021.

  • Crescent Capital Consulting reported no remaining iShares Core High Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 168,325 iShares Core High Dividend ETF shares in Q1 2021, an estimated $2.95M.
  • Crescent Capital Consulting first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Crescent Capital Consulting's iShares Core High Dividend ETF position peaked at $2.95M in Q4 2020.
  • 517 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2021.

Based on Crescent Capital Consulting's 13F filing for Q1 2021, filed 15 Apr 2021.