MIM
HDV

Macroview Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Macroview Investment Management’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
2014
Q4 		– Sell
-375
Closed -$6K – 229
2014
Q3 		$6K Hold
375
– – 0.01% 99
2014
Q2 		$6K Hold
375
– – 0.01% 98
2014
Q1 		$5K Hold
375
– – 0.01% 152
2013
Q4 		$5K Hold
375
– – 0.01% 142
2013
Q3 		$5K Buy
+375
New +$5.07K 0.01% 150

Other funds holding HDV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Macroview Investment Management's HDV Position: Q4 2014 in Review

Macroview Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2014, closing a stake of 375 shares — an estimated $6K sold.

Macroview Investment Management first reported a position in HDV in Q3 2013 and held it in 5 quarters. The position peaked at $6K in Q3 2014. 213 funds tracked by Wall St. Rank hold HDV as of Q4 2014.

  • Macroview Investment Management reported no remaining iShares Core High Dividend ETF position as of Q4 2014 after selling out during the quarter.
  • Macroview Investment Management sold 375 iShares Core High Dividend ETF shares in Q4 2014, an estimated $6K.
  • Macroview Investment Management first reported a position in iShares Core High Dividend ETF in Q3 2013 and held it in 5 quarters.
  • Macroview Investment Management's iShares Core High Dividend ETF position peaked at $6K in Q3 2014.
  • 213 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2014.

Based on Macroview Investment Management's 13F filing for Q4 2014, filed 26 Jan 2015.