GPWA
HDV

Great Point Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Great Point Wealth Advisors’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
Q1 		– Sell
-12,410
Closed -$209K – 48
2018
Q4 		$209K Buy
+12,410
New +$221K 0.2% 40

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Great Point Wealth Advisors's HDV Position: Q1 2019 in Review

Great Point Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2019, closing a stake of 12,410 shares — an estimated $209K sold.

Great Point Wealth Advisors first reported a position in HDV in Q4 2018 and held it in 1 quarter. The position peaked at $209K in Q4 2018. 458 funds tracked by Wall St. Rank hold HDV as of Q1 2019.

  • Great Point Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Great Point Wealth Advisors sold 12,410 iShares Core High Dividend ETF shares in Q1 2019, an estimated $209K.
  • Great Point Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 1 quarter.
  • Great Point Wealth Advisors's iShares Core High Dividend ETF position peaked at $209K in Q4 2018.
  • 458 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2019.

Based on Great Point Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.