Slow Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Slow Capital’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
2020 Q1	–	Sell	-36,590	Closed	-$718K	–	176
2019 Q4	$718K	Buy	36,590 +125	+0.3%	+$2.38K	0.22%	130
2019 Q3	$687K	Buy	36,465 +10,660	+41%	+$200K	0.24%	117
2019 Q2	$488K	Buy	+25,805	New	+$484K	0.2%	127

Other funds holding HDV

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

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

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

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

Slow Capital's HDV Position: Q1 2020 in Review

Slow Capital sold out of iShares Core High Dividend ETF (HDV) in Q1 2020, closing a stake of 36,590 shares — an estimated $718K sold.

Slow Capital first reported a position in HDV in Q2 2019 and held it in 3 quarters. The position peaked at $718K in Q4 2019. 503 funds tracked by Wall St. Rank hold HDV as of Q1 2020.

Slow Capital reported no remaining iShares Core High Dividend ETF position as of Q1 2020 after selling out during the quarter.
Slow Capital sold 36,590 iShares Core High Dividend ETF shares in Q1 2020, an estimated $718K.
Slow Capital first reported a position in iShares Core High Dividend ETF in Q2 2019 and held it in 3 quarters.
Slow Capital's iShares Core High Dividend ETF position peaked at $718K in Q4 2019.
503 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2020.

Based on Slow Capital's 13F filing for Q1 2020, filed 12 May 2020.