MYCIO Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

MYCIO Wealth Partners’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 Q4	–	Sell	-16,505	Closed	-$299K	–	295
2018 Q3	$299K	Hold	16,505	–	–	0.03%	214
2018 Q2	$281K	Hold	16,505	–	–	0.03%	221
2018 Q1	$279K	Hold	16,505	–	–	0.03%	192
2017 Q4	$298K	Buy	+16,505	New	+$289K	0.03%	193
2013 Q3	–	Sell	-1,375	Closed	-$18K	–	544
2013 Q2	$18K	Buy	+1,375	New	+$18.6K	0.01%	343

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

MYCIO Wealth Partners's HDV Position: Q4 2018 in Review

MYCIO Wealth Partners sold out of iShares Core High Dividend ETF (HDV) in Q4 2018, closing a stake of 16,505 shares — an estimated $299K sold.

MYCIO Wealth Partners first reported a position in HDV in Q2 2013 and held it in 5 quarters. The position peaked at $299K in Q3 2018. 451 funds tracked by Wall St. Rank hold HDV as of Q4 2018.

MYCIO Wealth Partners reported no remaining iShares Core High Dividend ETF position as of Q4 2018 after selling out during the quarter.
MYCIO Wealth Partners sold 16,505 iShares Core High Dividend ETF shares in Q4 2018, an estimated $299K.
MYCIO Wealth Partners first reported a position in iShares Core High Dividend ETF in Q2 2013 and held it in 5 quarters.
MYCIO Wealth Partners's iShares Core High Dividend ETF position peaked at $299K in Q3 2018.
451 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2018.

Based on MYCIO Wealth Partners's 13F filing for Q4 2018, filed 22 Jan 2019.