KCPG
HDV

Kavar Capital Partners Group’s iShares Core High Dividend ETF HDV Stock Holding History

Kavar Capital Partners Group’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
2019
Q3 		– Sell
-100
Closed -$2K – 275
2019
Q2 		$2K Buy
+100
New +$1.88K ﹤0.01% 471
2018
Q3 		– Sell
-100
Closed -$2K – 235
2018
Q2 		$2K Hold
100
– – ﹤0.01% 410
2018
Q1 		$2K Buy
+100
New +$1.76K ﹤0.01% 406
2016
Q1 		– Sell
-100
Closed -$1K – 206
2015
Q4 		$1K Hold
100
– – ﹤0.01% 401
2015
Q3 		$1K Hold
100
– – ﹤0.01% 404
2015
Q2 		$1K Buy
+100
New +$1.53K ﹤0.01% 435
2014
Q2 		– Sell
-100
Closed -$1K – 258
2014
Q1 		$1K Buy
+100
New +$1.39K ﹤0.01% 441

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return