HCIA
HDV

Hochman Cole Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Hochman Cole Investment 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
2020
Q1 		– Sell
-20,420
Closed -$401K – 111
2019
Q4 		$401K Hold
20,420
– – 0.22% 74
2019
Q3 		$385K Hold
20,420
– – 0.24% 72
2019
Q2 		$386K Buy
20,420
+1,215
+6% +$22.8K 0.23% 78
2019
Q1 		$358K Hold
19,205
– – 0.21% 81
2018
Q4 		$324K Hold
19,205
– – 0.22% 81
2018
Q3 		$348K Sell
19,205
-195
-1% -$3.46K 0.22% 73
2018
Q2 		$330K Sell
19,400
-220
-1% -$3.74K 0.22% 71
2018
Q1 		$331K Sell
19,620
-1,720
-8% -$30.4K 0.23% 69
2017
Q4 		$385K Sell
21,340
-1,860
-8% -$32.5K 0.24% 62
2017
Q3 		$399K Sell
23,200
-2,825
-11% -$47.6K 0.26% 60
2017
Q2 		$433K Buy
26,025
+830
+3% +$13.9K 0.3% 57
2017
Q1 		$423K Sell
25,195
-27,810
-52% -$464K 0.31% 56
2016
Q4 		$872K Sell
53,005
-2,270
-4% -$36.5K 0.63% 41
2016
Q3 		$899K Buy
55,275
+2,075
+4% +$34.1K 0.67% 39
2016
Q2 		$874K Buy
53,200
+15,185
+40% +$242K 0.72% 38
2016
Q1 		$593K Sell
38,015
-615
-2% -$9.14K 0.51% 48
2015
Q4 		$567K Buy
+38,630
New +$571K 0.48% 50

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hochman Cole Investment Advisors's HDV Position: Q1 2020 in Review

Hochman Cole Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2020, closing a stake of 20,420 shares — an estimated $401K sold.

Hochman Cole Investment Advisors first reported a position in HDV in Q4 2015 and held it in 17 quarters. The position peaked at $899K in Q3 2016. 503 funds tracked by Wall St. Rank hold HDV as of Q1 2020.

  • Hochman Cole Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 20,420 iShares Core High Dividend ETF shares in Q1 2020, an estimated $401K.
  • Hochman Cole Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2015 and held it in 17 quarters.
  • Hochman Cole Investment Advisors's iShares Core High Dividend ETF position peaked at $899K in Q3 2016.
  • 503 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.