HI
HDV

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 487 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.
  • 487 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.