RSA
HDV

Robertson Stephens Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Robertson Stephens 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
Q1 		– Sell
-264,995
Closed -$4.36M – 109
2016
Q4 		$4.36M Buy
+264,995
New +$4.27M 2.48% 9

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.53B AUM 25.83% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Robertson Stephens Advisors's HDV Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2017, closing a stake of 264,995 shares — an estimated $4.36M sold.

Robertson Stephens Advisors first reported a position in HDV in Q4 2016 and held it in 1 quarter. The position peaked at $4.36M in Q4 2016. 305 funds tracked by Wall St. Rank hold HDV as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 264,995 iShares Core High Dividend ETF shares in Q1 2017, an estimated $4.36M.
  • Robertson Stephens Advisors first reported a position in iShares Core High Dividend ETF in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's iShares Core High Dividend ETF position peaked at $4.36M in Q4 2016.
  • 305 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.