SIM
HDV

Sonora Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Sonora Investment 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
2020
Q4 		– Sell
-2,530
Closed -$41K – 1725
2020
Q3 		$41K Buy
2,530
+2,000
+377% +$33.3K ﹤0.01% 655
2020
Q2 		$9K Sell
530
-155
-23% -$2.5K ﹤0.01% 1154
2020
Q1 		$10K Hold
685
– – ﹤0.01% 1055
2019
Q4 		$13K Sell
685
-410
-37% -$7.82K ﹤0.01% 1040
2019
Q3 		$21K Buy
1,095
+565
+107% +$10.6K ﹤0.01% 840
2019
Q2 		$10K Hold
530
– – ﹤0.01% 1176
2019
Q1 		$10K Hold
530
– – ﹤0.01% 1031
2018
Q4 		$9K Buy
+530
New +$9.43K ﹤0.01% 906
2016
Q4 		– Sell
-1,380
Closed -$22.4K – 857
2016
Q3 		$22.4K Buy
+1,380
New +$22.7K ﹤0.01% 437
2016
Q2 		– Sell
-860
Closed -$13.6K – 891
2016
Q1 		$13.6K Buy
+860
New +$12.8K ﹤0.01% 550

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return