Hoey Investments’s iShares Core High Dividend ETF HDV Stock Holding History

Hoey Investments’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 Q2	–	Sell	-1,350	Closed	-$19K	–	147
2020 Q1	$19K	Hold	1,350	–	–	0.01%	73
2019 Q4	$26K	Buy	+1,350	New	+$25.8K	0.02%	103

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Hoey Investments's HDV Position: Q2 2020 in Review

Hoey Investments sold out of iShares Core High Dividend ETF (HDV) in Q2 2020, closing a stake of 1,350 shares — an estimated $19K sold.

Hoey Investments first reported a position in HDV in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 486 funds tracked by Wall St. Rank hold HDV as of Q2 2020.

Hoey Investments reported no remaining iShares Core High Dividend ETF position as of Q2 2020 after selling out during the quarter.
Hoey Investments sold 1,350 iShares Core High Dividend ETF shares in Q2 2020, an estimated $19K.
Hoey Investments first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 2 quarters.
Hoey Investments's iShares Core High Dividend ETF position peaked at $26K in Q4 2019.
486 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2020.

Based on Hoey Investments's 13F filing for Q2 2020, filed 10 Jul 2020.