Sage Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Sage Advisory Services’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 Q3	–	Sell	-20,870	Closed	-$347K	–	49
2017 Q2	$347K	Buy	+20,870	New	+$350K	0.04%	32

Other funds holding HDV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sage Advisory Services's HDV Position: Q3 2017 in Review

Sage Advisory Services sold out of iShares Core High Dividend ETF (HDV) in Q3 2017, closing a stake of 20,870 shares — an estimated $347K sold.

Sage Advisory Services first reported a position in HDV in Q2 2017 and held it in 1 quarter. The position peaked at $347K in Q2 2017. 327 funds tracked by Wall St. Rank hold HDV as of Q3 2017.

Sage Advisory Services reported no remaining iShares Core High Dividend ETF position as of Q3 2017 after selling out during the quarter.
Sage Advisory Services sold 20,870 iShares Core High Dividend ETF shares in Q3 2017, an estimated $347K.
Sage Advisory Services first reported a position in iShares Core High Dividend ETF in Q2 2017 and held it in 1 quarter.
Sage Advisory Services's iShares Core High Dividend ETF position peaked at $347K in Q2 2017.
327 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2017.

Based on Sage Advisory Services's 13F filing for Q3 2017, filed 6 Nov 2017.