RMAM
HDV

Raab & Moskowitz Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Raab & Moskowitz Asset Management’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 		– Sell
-710
Closed -$12K – 303
2018
Q3 		$12K Buy
+710
New +$12.6K 0.01% 394

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raab & Moskowitz Asset Management's HDV Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2018, closing a stake of 710 shares — an estimated $12K sold.

Raab & Moskowitz Asset Management first reported a position in HDV in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 451 funds tracked by Wall St. Rank hold HDV as of Q4 2018.

  • Raab & Moskowitz Asset Management reported no remaining iShares Core High Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 710 iShares Core High Dividend ETF shares in Q4 2018, an estimated $12K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Core High Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's iShares Core High Dividend ETF position peaked at $12K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.