PWP
HDV

Personal Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Personal 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
2019
Q3 		– Sell
-55,510
Closed -$544K – 587
2019
Q2 		$544K Buy
55,510
+10,615
+24% +$199K 0.26% 32
2019
Q1 		$431K Buy
+44,895
New +$806K 0.23% 37

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

Personal Wealth Partners's HDV Position: Q3 2019 in Review

Personal Wealth Partners sold out of iShares Core High Dividend ETF (HDV) in Q3 2019, closing a stake of 55,510 shares — an estimated $544K sold.

Personal Wealth Partners first reported a position in HDV in Q1 2019 and held it in 2 quarters. The position peaked at $544K in Q2 2019. 492 funds tracked by Wall St. Rank hold HDV as of Q3 2019.

  • Personal Wealth Partners reported no remaining iShares Core High Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 55,510 iShares Core High Dividend ETF shares in Q3 2019, an estimated $544K.
  • Personal Wealth Partners first reported a position in iShares Core High Dividend ETF in Q1 2019 and held it in 2 quarters.
  • Personal Wealth Partners's iShares Core High Dividend ETF position peaked at $544K in Q2 2019.
  • 492 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2019.

Based on Personal Wealth Partners's 13F filing for Q3 2019, filed 22 Oct 2019.