DY
HDV

Dowling & Yahnke’s iShares Core High Dividend ETF HDV Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-3,705
Closed -$73K – 324
2019
Q4 		$73K Buy
+3,705
New +$70.7K 0.01% 312

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dowling & Yahnke's HDV Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Core High Dividend ETF (HDV) in Q1 2020, closing a stake of 3,705 shares — an estimated $73K sold.

Dowling & Yahnke first reported a position in HDV in Q4 2019 and held it in 1 quarter. The position peaked at $73K in Q4 2019. 503 funds tracked by Wall St. Rank hold HDV as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares Core High Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 3,705 iShares Core High Dividend ETF shares in Q1 2020, an estimated $73K.
  • Dowling & Yahnke first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares Core High Dividend ETF position peaked at $73K in Q4 2019.
  • 503 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.