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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management's HDV Position: Q4 2020 in Review

Sonora Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2020, closing a stake of 2,530 shares — an estimated $41K sold.

Sonora Investment Management first reported a position in HDV in Q1 2016 and held it in 10 quarters. The position peaked at $41K in Q3 2020. 506 funds tracked by Wall St. Rank hold HDV as of Q4 2020.

Sonora Investment Management reported no remaining iShares Core High Dividend ETF position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 2,530 iShares Core High Dividend ETF shares in Q4 2020, an estimated $41K.
Sonora Investment Management first reported a position in iShares Core High Dividend ETF in Q1 2016 and held it in 10 quarters.
Sonora Investment Management's iShares Core High Dividend ETF position peaked at $41K in Q3 2020.
506 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.