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

Financial Gravity Companies’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
2018 Q4	$2K	Buy	+125	New	+$2.22K	﹤0.01%	927

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

SAM

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

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

Financial Gravity Companies's HDV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares Core High Dividend ETF (HDV) in Q4 2018: 125 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings.

451 funds tracked by Wall St. Rank hold HDV as of Q4 2018.

Financial Gravity Companies held 125 shares of iShares Core High Dividend ETF worth $2K as of Q4 2018.
iShares Core High Dividend ETF was a new Financial Gravity Companies position in Q4 2018.
iShares Core High Dividend ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #927 holding.
451 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.