QFA
HDV

Quattro Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Quattro Financial 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
2017
Q4 		– Sell
-65,700
Closed -$1.13M – 72
2017
Q3 		$1.13M Buy
+65,700
New +$1.11M 0.34% 46

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.53B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Quattro Financial Advisors's HDV Position: Q4 2017 in Review

Quattro Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2017, closing a stake of 65,700 shares — an estimated $1.13M sold.

Quattro Financial Advisors first reported a position in HDV in Q3 2017 and held it in 1 quarter. The position peaked at $1.13M in Q3 2017. 389 funds tracked by Wall St. Rank hold HDV as of Q4 2017.

  • Quattro Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2017 after selling out during the quarter.
  • Quattro Financial Advisors sold 65,700 iShares Core High Dividend ETF shares in Q4 2017, an estimated $1.13M.
  • Quattro Financial Advisors first reported a position in iShares Core High Dividend ETF in Q3 2017 and held it in 1 quarter.
  • Quattro Financial Advisors's iShares Core High Dividend ETF position peaked at $1.13M in Q3 2017.
  • 389 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2017.

Based on Quattro Financial Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.