Lehman Financial Resources’s iShares Core High Dividend ETF HDV Stock Holding History

Lehman Financial Resources’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
2018 Q3	$1.66M	Sell	91,485 -2,130	-2%	-$37.8K	0.78%	26
2018 Q2	$1.59M	Buy	93,615 +5,690	+6%	+$96.7K	0.8%	25
2018 Q1	$1.49M	Buy	87,925 +53,475	+155%	+$944K	0.76%	27
2017 Q4	$621K	Buy	+34,450	New	+$603K	0.32%	43

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Lehman Financial Resources's HDV Position: Q3 2018 in Review

Lehman Financial Resources reduced its iShares Core High Dividend ETF (HDV) stake by 2.3% in Q3 2018, selling an estimated $37.8K and leaving 91,485 shares worth $1.66M. The position accounts for 0.78% of the portfolio, ranked #26.

Lehman Financial Resources first reported a position in HDV in Q4 2017 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold HDV as of Q3 2018.

Lehman Financial Resources held 91,485 shares of iShares Core High Dividend ETF worth $1.66M as of Q3 2018.
Lehman Financial Resources sold 2,130 iShares Core High Dividend ETF shares in Q3 2018, an estimated $37.8K.
iShares Core High Dividend ETF made up 0.78% of Lehman Financial Resources's portfolio in Q3 2018, its #26 holding.
Lehman Financial Resources first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 4 quarters since.
378 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.