Global Wealth Management Investment Advisory’s iShares Core High Dividend ETF HDV Stock Holding History

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-1,620	Closed	-$30K	–	735
2019 Q1	$30K	Buy	1,620 +1,530	+1,700%	+$27.5K	0.02%	260
2018 Q4	$2K	Buy	+90	New	+$1.6K	﹤0.01%	583

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SAM

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's HDV Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of iShares Core High Dividend ETF (HDV) in Q2 2019, closing a stake of 1,620 shares — an estimated $30K sold.

Global Wealth Management Investment Advisory first reported a position in HDV in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 485 funds tracked by Wall St. Rank hold HDV as of Q2 2019.

Global Wealth Management Investment Advisory reported no remaining iShares Core High Dividend ETF position as of Q2 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,620 iShares Core High Dividend ETF shares in Q2 2019, an estimated $30K.
Global Wealth Management Investment Advisory first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 2 quarters.
Global Wealth Management Investment Advisory's iShares Core High Dividend ETF position peaked at $30K in Q1 2019.
485 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.