OBWP
HDV

O'Brien Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

O'Brien 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
2020
Q1 		– Sell
-11,880
Closed -$232K – 34
2019
Q4 		$232K Sell
11,880
-6,340
-35% -$121K 0.17% 38
2019
Q3 		$343K Sell
18,220
-3,215
-15% -$60.4K 0.27% 25
2019
Q2 		$410K Buy
+21,435
New +$402K 0.3% 23

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Brien Wealth Partners's HDV Position: Q1 2020 in Review

O'Brien Wealth Partners sold out of iShares Core High Dividend ETF (HDV) in Q1 2020, closing a stake of 11,880 shares — an estimated $232K sold.

O'Brien Wealth Partners first reported a position in HDV in Q2 2019 and held it in 3 quarters. The position peaked at $410K in Q2 2019. 503 funds tracked by Wall St. Rank hold HDV as of Q1 2020.

  • O'Brien Wealth Partners reported no remaining iShares Core High Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • O'Brien Wealth Partners sold 11,880 iShares Core High Dividend ETF shares in Q1 2020, an estimated $232K.
  • O'Brien Wealth Partners first reported a position in iShares Core High Dividend ETF in Q2 2019 and held it in 3 quarters.
  • O'Brien Wealth Partners's iShares Core High Dividend ETF position peaked at $410K in Q2 2019.
  • 503 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2020.

Based on O'Brien Wealth Partners's 13F filing for Q1 2020, filed 3 Apr 2020.