FIG
HDV

Fusion Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History

Fusion Investment Group’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
2014
Q2 		– Sell
-1,910
Closed -$27K – 230
2014
Q1 		$27K Buy
+1,910
New +$26.5K 0.03% 153

Other funds holding HDV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fusion Investment Group's HDV Position: Q2 2014 in Review

Fusion Investment Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2014, closing a stake of 1,910 shares — an estimated $27K sold.

Fusion Investment Group first reported a position in HDV in Q1 2014 and held it in 1 quarter. The position peaked at $27K in Q1 2014. 182 funds tracked by Wall St. Rank hold HDV as of Q2 2014.

  • Fusion Investment Group reported no remaining iShares Core High Dividend ETF position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 1,910 iShares Core High Dividend ETF shares in Q2 2014, an estimated $27K.
  • Fusion Investment Group first reported a position in iShares Core High Dividend ETF in Q1 2014 and held it in 1 quarter.
  • Fusion Investment Group's iShares Core High Dividend ETF position peaked at $27K in Q1 2014.
  • 182 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.