HFS
HDV

Howard Financial Services’s iShares Core High Dividend ETF HDV Stock Holding History

Howard Financial Services’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
-15,380
Closed -$302K – 116
2019
Q4 		$302K Buy
15,380
+210
+1% +$4.01K 0.19% 74
2019
Q3 		$286K Hold
15,170
– – 0.19% 69
2019
Q2 		$287K Buy
15,170
+100
+0.7% +$1.88K 0.2% 70
2019
Q1 		$281K Buy
15,070
+105
+0.7% +$1.89K 0.2% 69
2018
Q4 		$253K Buy
+14,965
New +$266K 0.19% 71

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Howard Financial Services's HDV Position: Q1 2020 in Review

Howard Financial Services sold out of iShares Core High Dividend ETF (HDV) in Q1 2020, closing a stake of 15,380 shares — an estimated $302K sold.

Howard Financial Services first reported a position in HDV in Q4 2018 and held it in 5 quarters. The position peaked at $302K in Q4 2019. 503 funds tracked by Wall St. Rank hold HDV as of Q1 2020.

  • Howard Financial Services reported no remaining iShares Core High Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Financial Services sold 15,380 iShares Core High Dividend ETF shares in Q1 2020, an estimated $302K.
  • Howard Financial Services first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 5 quarters.
  • Howard Financial Services's iShares Core High Dividend ETF position peaked at $302K in Q4 2019.
  • 503 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2020.

Based on Howard Financial Services's 13F filing for Q1 2020, filed 5 May 2020.