New England Guild Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

New England Guild Wealth Advisors’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 Q1	–	Sell	-13,635	Closed	-$267K	–	53
2019 Q4	$267K	Hold	13,635	–	–	0.19%	51
2019 Q3	$257K	Hold	13,635	–	–	0.18%	50
2019 Q2	$258K	Hold	13,635	–	–	0.19%	48
2019 Q1	$254K	Hold	13,635	–	–	0.19%	47
2018 Q4	$230K	Hold	13,635	–	–	0.19%	47
2018 Q3	$247K	Hold	13,635	–	–	0.22%	50
2018 Q2	$232K	Hold	13,635	–	–	0.21%	50
2018 Q1	$230K	Hold	13,635	–	–	0.22%	46
2017 Q4	$246K	Buy	+13,635	New	+$239K	0.24%	47

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

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

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

New England Guild Wealth Advisors's HDV Position: Q1 2020 in Review

New England Guild Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2020, closing a stake of 13,635 shares — an estimated $267K sold.

New England Guild Wealth Advisors first reported a position in HDV in Q4 2017 and held it in 9 quarters. The position peaked at $267K in Q4 2019. 503 funds tracked by Wall St. Rank hold HDV as of Q1 2020.

New England Guild Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2020 after selling out during the quarter.
New England Guild Wealth Advisors sold 13,635 iShares Core High Dividend ETF shares in Q1 2020, an estimated $267K.
New England Guild Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 9 quarters.
New England Guild Wealth Advisors's iShares Core High Dividend ETF position peaked at $267K in Q4 2019.
503 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2020.

Based on New England Guild Wealth Advisors's 13F filing for Q1 2020, filed 6 Apr 2020.