Gary Goldberg Planning Services’s iShares Core High Dividend ETF HDV Stock Holding History

Gary Goldberg Planning Services’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 Q4	$46K	Buy	+3,020	New	+$46K	0.02%	227

Other funds holding HDV

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

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

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

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

Gary Goldberg Planning Services's HDV Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in iShares Core High Dividend ETF (HDV) in Q4 2014: 3,020 shares worth $46K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings.

213 funds tracked by Wall St. Rank hold HDV as of Q4 2014.

Gary Goldberg Planning Services held 3,020 shares of iShares Core High Dividend ETF worth $46K as of Q4 2014.
iShares Core High Dividend ETF was a new Gary Goldberg Planning Services position in Q4 2014.
iShares Core High Dividend ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #227 holding.
213 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.