FIM
HDV

Freedom Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Freedom Investment 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
2017
Q2 		– Sell
-41,470
Closed -$696K – 1085
2017
Q1 		$696K Buy
41,470
+13,145
+46% +$219K 0.04% 419
2016
Q4 		$466K Buy
28,325
+14,325
+102% +$231K 0.03% 513
2016
Q3 		$228K Buy
14,000
+330
+2% +$5.43K 0.01% 759
2016
Q2 		$225K Buy
+13,670
New +$218K 0.02% 713

Other funds holding HDV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Freedom Investment Management's HDV Position: Q2 2017 in Review

Freedom Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2017, closing a stake of 41,470 shares — an estimated $696K sold.

Freedom Investment Management first reported a position in HDV in Q2 2016 and held it in 4 quarters. The position peaked at $696K in Q1 2017. 321 funds tracked by Wall St. Rank hold HDV as of Q2 2017.

  • Freedom Investment Management reported no remaining iShares Core High Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 41,470 iShares Core High Dividend ETF shares in Q2 2017, an estimated $696K.
  • Freedom Investment Management first reported a position in iShares Core High Dividend ETF in Q2 2016 and held it in 4 quarters.
  • Freedom Investment Management's iShares Core High Dividend ETF position peaked at $696K in Q1 2017.
  • 321 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.