HL Financial Services
PID icon

HL Financial Services’s Invesco International Dividend Achievers ETF PID Stock Holding History

HL Financial Services’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-34,459
Closed -$530K – 696
2017
Q2 		$530K Sell
34,459
-16,952
-33% -$257K 0.01% 460
2017
Q1 		$773K Buy
+51,411
New +$762K 0.02% 383

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Country Club Trust
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
Private Vista
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HL Financial Services's PID Position: Q3 2017 in Review

HL Financial Services sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2017, closing a stake of 34,459 shares — an estimated $530K sold.

HL Financial Services first reported a position in PID in Q1 2017 and held it in 2 quarters. The position peaked at $773K in Q1 2017. 91 funds tracked by Wall St. Rank hold PID as of Q3 2017.

  • HL Financial Services reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2017 after selling out during the quarter.
  • HL Financial Services sold 34,459 Invesco International Dividend Achievers ETF shares in Q3 2017, an estimated $530K.
  • HL Financial Services first reported a position in Invesco International Dividend Achievers ETF in Q1 2017 and held it in 2 quarters.
  • HL Financial Services's Invesco International Dividend Achievers ETF position peaked at $773K in Q1 2017.
  • 91 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2017.

Based on HL Financial Services's 13F filing for Q3 2017, filed 3 Nov 2017.