Harvest Group Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Harvest Group Wealth 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
2020 Q3	–	Sell	-1,500	Closed	-$24K	–	679
2020 Q2	$24K	Hold	1,500	–	–	0.02%	143
2020 Q1	$21K	Hold	1,500	–	–	0.02%	135
2019 Q4	$29K	Hold	1,500	–	–	0.03%	117
2019 Q3	$28K	Buy	+1,500	New	+$28.2K	0.03%	120

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

SAM

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harvest Group Wealth Management's HDV Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2020, closing a stake of 1,500 shares — an estimated $24K sold.

Harvest Group Wealth Management first reported a position in HDV in Q3 2019 and held it in 4 quarters. The position peaked at $29K in Q4 2019. 474 funds tracked by Wall St. Rank hold HDV as of Q3 2020.

Harvest Group Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q3 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 1,500 iShares Core High Dividend ETF shares in Q3 2020, an estimated $24K.
Harvest Group Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2019 and held it in 4 quarters.
Harvest Group Wealth Management's iShares Core High Dividend ETF position peaked at $29K in Q4 2019.
474 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.