Kore Private Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-1,090	Closed	-$17K	–	604
2020 Q2	$17K	Sell	1,090 -215	-16%	-$3.47K	﹤0.01%	683
2020 Q1	$19K	Sell	1,305 -75	-5%	-$1.32K	﹤0.01%	597
2019 Q4	$27K	Buy	+1,380	New	+$26.3K	0.01%	580
2019 Q2	–	Sell	-1,380	Closed	-$26K	–	468
2019 Q1	$26K	Hold	1,380	–	–	0.01%	477
2018 Q4	$23K	Buy	+1,380	New	+$24.5K	0.01%	469

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kore Private Wealth's HDV Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Core High Dividend ETF (HDV) in Q3 2020, closing a stake of 1,090 shares — an estimated $17K sold.

Kore Private Wealth first reported a position in HDV in Q4 2018 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 474 funds tracked by Wall St. Rank hold HDV as of Q3 2020.

Kore Private Wealth reported no remaining iShares Core High Dividend ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,090 iShares Core High Dividend ETF shares in Q3 2020, an estimated $17K.
Kore Private Wealth first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Core High Dividend ETF position peaked at $27K in Q4 2019.
474 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.