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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kavar Capital Partners Group's HDV Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of iShares Core High Dividend ETF (HDV) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

Kavar Capital Partners Group first reported a position in HDV in Q1 2014 and held it in 7 quarters. The position peaked at $2K in Q2 2019. 492 funds tracked by Wall St. Rank hold HDV as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares Core High Dividend ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 100 iShares Core High Dividend ETF shares in Q3 2019, an estimated $2K.
Kavar Capital Partners Group first reported a position in iShares Core High Dividend ETF in Q1 2014 and held it in 7 quarters.
Kavar Capital Partners Group's iShares Core High Dividend ETF position peaked at $2K in Q2 2019.
492 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.