FGAM
HDV

Financial Gravity Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-125
Closed -$2K – 1524
2019
Q3 		$2K Hold
125
– – ﹤0.01% 895
2019
Q2 		$2K Hold
125
– – ﹤0.01% 906
2019
Q1 		$2K Buy
+125
New +$2.24K ﹤0.01% 946

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's HDV Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2019, closing a stake of 125 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in HDV in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 559 funds tracked by Wall St. Rank hold HDV as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining iShares Core High Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 125 iShares Core High Dividend ETF shares in Q4 2019, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in iShares Core High Dividend ETF in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's iShares Core High Dividend ETF position peaked at $2K in Q3 2019.
  • 559 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.