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

Doyle 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
2019 Q3	–	Sell	-5,145	Closed	-$97K	–	415
2019 Q2	$97K	Buy	+5,145	New	+$96.5K	0.01%	267
2019 Q1	–	Sell	-6,275	Closed	-$106K	–	399
2018 Q4	$106K	Buy	+6,275	New	+$112K	0.02%	237

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Doyle Wealth Management's HDV Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2019, closing a stake of 5,145 shares — an estimated $97K sold.

Doyle Wealth Management first reported a position in HDV in Q4 2018 and held it in 2 quarters. The position peaked at $106K in Q4 2018. 492 funds tracked by Wall St. Rank hold HDV as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 5,145 iShares Core High Dividend ETF shares in Q3 2019, an estimated $97K.
Doyle Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Core High Dividend ETF position peaked at $106K in Q4 2018.
492 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.