RPG
HDV

Risk Paradigm Group’s iShares Core High Dividend ETF HDV Stock Holding History

Risk Paradigm Group’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
Q2 		– Sell
-2,875
Closed -$48.6K – 140
2018
Q1 		$48.6K Hold
2,875
– – 0.06% 149
2017
Q4 		$51.8K Hold
2,875
– – 0.06% 158
2017
Q3 		$49.4K Hold
2,875
– – 0.06% 141
2017
Q2 		$47.8K Hold
2,875
– – 0.06% 150
2017
Q1 		$48.2K Hold
2,875
– – 0.06% 146
2016
Q4 		$47.3K Buy
+2,875
New +$46.3K 0.05% 162

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Risk Paradigm Group's HDV Position: Q2 2018 in Review

Risk Paradigm Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2018, closing a stake of 2,875 shares — an estimated $48.6K sold.

Risk Paradigm Group first reported a position in HDV in Q4 2016 and held it in 6 quarters. The position peaked at $51.8K in Q4 2017. 363 funds tracked by Wall St. Rank hold HDV as of Q2 2018.

  • Risk Paradigm Group reported no remaining iShares Core High Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 2,875 iShares Core High Dividend ETF shares in Q2 2018, an estimated $48.6K.
  • Risk Paradigm Group first reported a position in iShares Core High Dividend ETF in Q4 2016 and held it in 6 quarters.
  • Risk Paradigm Group's iShares Core High Dividend ETF position peaked at $51.8K in Q4 2017.
  • 363 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.