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

Peachtree 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
2018 Q4	$212K	Sell	12,580 -125	-1%	-$2.22K	0.16%	71
2018 Q3	$230K	Sell	12,705 -300	-2%	-$5.32K	0.16%	73
2018 Q2	$221K	Sell	13,005 -875	-6%	-$14.9K	0.16%	73
2018 Q1	$235K	Sell	13,880 -11,645	-46%	-$206K	0.18%	75
2017 Q4	$460K	Sell	25,525 -24,420	-49%	-$427K	0.35%	54
2017 Q3	$859K	Sell	49,945 -2,700	-5%	-$45.5K	0.74%	36
2017 Q2	$875K	Sell	52,645 -2,730	-5%	-$45.8K	0.75%	41
2017 Q1	$929K	Sell	55,375 -5,625	-9%	-$93.8K	0.85%	35
2016 Q4	$1M	Sell	61,000 -9,375	-13%	-$151K	0.98%	34
2016 Q3	$1.14M	Sell	70,375 -15,745	-18%	-$259K	1.12%	30
2016 Q2	$1.42M	Sell	86,120 -4,425	-5%	-$70.5K	1.44%	25
2016 Q1	$1.41M	Sell	90,545 -5,825	-6%	-$86.5K	1.42%	26
2015 Q4	$1.42M	Sell	96,370 -16,130	-14%	-$239K	1.48%	21
2015 Q3	$1.57M	Sell	112,500 -4,215	-4%	-$61.1K	1.63%	16
2015 Q2	$1.72M	Sell	116,715 -13,320	-10%	-$204K	1.28%	19
2015 Q1	$1.95M	Sell	130,035 -16,275	-11%	-$249K	1.4%	15
2014 Q4	$2.22M	Sell	146,310 -23,920	-14%	-$365K	1.49%	12
2014 Q3	$2.56M	Sell	170,230 -40,480	-19%	-$610K	1.71%	8
2014 Q2	$3.18M	Buy	210,710 +8,790	+4%	+$129K	2.12%	7
2014 Q1	$2.88M	Sell	201,920 -17,370	-8%	-$241K	1.97%	10
2013 Q4	$3.08M	Buy	+219,290	New	+$3.04M	2.1%	9

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 $2.78B AUM 32.11% 1-Year Est. Return

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

Peachtree Investment Advisors's HDV Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 0.98% in Q4 2018, selling an estimated $2.22K and leaving 12,580 shares worth $212K. The position accounts for 0.16% of the portfolio, ranked #71.

Peachtree Investment Advisors first reported a position in HDV in Q4 2013 and has held it in 21 quarters since. The position peaked at $3.18M in Q2 2014. 451 funds tracked by Wall St. Rank hold HDV as of Q4 2018.

Peachtree Investment Advisors held 12,580 shares of iShares Core High Dividend ETF worth $212K as of Q4 2018.
Peachtree Investment Advisors sold 125 iShares Core High Dividend ETF shares in Q4 2018, an estimated $2.22K.
iShares Core High Dividend ETF made up 0.16% of Peachtree Investment Advisors's portfolio in Q4 2018, its #71 holding.
Peachtree Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2013 and has held it in 21 quarters since.
Peachtree Investment Advisors's iShares Core High Dividend ETF position peaked at $3.18M in Q2 2014.
451 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.