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Hochman Cole Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,794
Closed -$320K – 115
2018
Q3 		$320K Sell
9,794
-234
-2% -$7.65K 0.2% 79
2018
Q2 		$321K Buy
10,028
+48
+0.5% +$1.61K 0.21% 76
2018
Q1 		$329K Buy
+9,980
New +$340K 0.23% 70

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Hochman Cole Investment Advisors's IDV Position: Q4 2018 in Review

Hochman Cole Investment Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2018, closing a stake of 9,794 shares — an estimated $320K sold.

Hochman Cole Investment Advisors first reported a position in IDV in Q1 2018 and held it in 3 quarters. The position peaked at $329K in Q1 2018. 379 funds tracked by Wall St. Rank hold IDV as of Q4 2018.

  • Hochman Cole Investment Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 9,794 iShares International Select Dividend ETF shares in Q4 2018, an estimated $320K.
  • Hochman Cole Investment Advisors first reported a position in iShares International Select Dividend ETF in Q1 2018 and held it in 3 quarters.
  • Hochman Cole Investment Advisors's iShares International Select Dividend ETF position peaked at $329K in Q1 2018.
  • 379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2018.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.