NNP
HDV

Nachman Norwood & Parrott’s iShares Core High Dividend ETF HDV Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-1,530
Closed -$25K – 583
2020
Q3 		$25K Buy
+1,530
New +$25.5K ﹤0.01% 579

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nachman Norwood & Parrott's HDV Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Core High Dividend ETF (HDV) in Q4 2020, closing a stake of 1,530 shares — an estimated $25K sold.

Nachman Norwood & Parrott first reported a position in HDV in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 506 funds tracked by Wall St. Rank hold HDV as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Core High Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,530 iShares Core High Dividend ETF shares in Q4 2020, an estimated $25K.
  • Nachman Norwood & Parrott first reported a position in iShares Core High Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Core High Dividend ETF position peaked at $25K in Q3 2020.
  • 506 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.