OIA
HDV

Optimum Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Optimum Investment 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
2019
Q3 		– Sell
-2,000
Closed -$38K – 1004
2019
Q2 		$38K Hold
2,000
– – 0.01% 556
2019
Q1 		$37K Hold
2,000
– – 0.01% 569
2018
Q4 		$34K Hold
2,000
– – 0.01% 537
2018
Q3 		$36K Sell
2,000
-375
-16% -$6.65K 0.01% 604
2018
Q2 		$40K Hold
2,375
– – 0.01% 571
2018
Q1 		$40K Buy
+2,375
New +$41.9K 0.01% 562

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's HDV Position: Q3 2019 in Review

Optimum Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2019, closing a stake of 2,000 shares — an estimated $38K sold.

Optimum Investment Advisors first reported a position in HDV in Q1 2018 and held it in 6 quarters. The position peaked at $40K in Q2 2018. 492 funds tracked by Wall St. Rank hold HDV as of Q3 2019.

  • Optimum Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 iShares Core High Dividend ETF shares in Q3 2019, an estimated $38K.
  • Optimum Investment Advisors first reported a position in iShares Core High Dividend ETF in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's iShares Core High Dividend ETF position peaked at $40K in Q2 2018.
  • 492 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.