Sequoia Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Sequoia Wealth 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
2019 Q4	$981K	Hold	50,000	–	–	7.6%	4
2019 Q3	$940K	Sell	50,000 -59,915	-55%	-$1.13M	1.92%	14
2019 Q2	$2.08M	Sell	109,915 -28,280	-20%	-$530K	1.97%	10
2019 Q1	$2.58M	Sell	138,195 -16,480	-11%	-$296K	2.09%	13
2018 Q4	$2.61M	Buy	154,675 +23,630	+18%	+$420K	2.58%	10
2018 Q3	$2.38M	Buy	131,045 +11,610	+10%	+$206K	2.04%	15
2018 Q2	$2.03M	Sell	119,435 -105	-0.1%	-$1.78K	2.15%	12
2018 Q1	$2.02M	Buy	119,540 +4,340	+4%	+$76.6K	1.96%	14
2017 Q4	$2.1M	Buy	+115,200	New	+$2.02M	1.89%	16

Other funds holding HDV

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sequoia Wealth Management's HDV Position: Q4 2019 in Review

Sequoia Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q4 2019 at 50,000 shares worth $981K. The position accounts for 7.6% of the portfolio, ranked #4.

Sequoia Wealth Management first reported a position in HDV in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.61M in Q4 2018. 559 funds tracked by Wall St. Rank hold HDV as of Q4 2019.

Sequoia Wealth Management held 50,000 shares of iShares Core High Dividend ETF worth $981K as of Q4 2019.
Sequoia Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q4 2019.
iShares Core High Dividend ETF made up 7.6% of Sequoia Wealth Management's portfolio in Q4 2019, its #4 holding.
Sequoia Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's iShares Core High Dividend ETF position peaked at $2.61M in Q4 2018.
559 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.