SIA
HDV

Stancorp Investment Advisers’s iShares Core High Dividend ETF HDV Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$740K Buy
49,350
+370
+0.8% +$5.66K 0.35% 83
2014
Q4 		$750K Buy
+48,980
New +$747K 0.34% 85

Other funds holding HDV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stancorp Investment Advisers's HDV Position: Q1 2015 in Review

Stancorp Investment Advisers increased its iShares Core High Dividend ETF (HDV) stake by 0.76% in Q1 2015, buying an estimated $5.66K and bringing the position to 49,350 shares worth $740K. The position accounts for 0.35% of the portfolio, ranked #83.

Stancorp Investment Advisers first reported a position in HDV in Q4 2014 and has held it in 2 quarters since. The position peaked at $750K in Q4 2014. 214 funds tracked by Wall St. Rank hold HDV as of Q1 2015.

  • Stancorp Investment Advisers held 49,350 shares of iShares Core High Dividend ETF worth $740K as of Q1 2015.
  • Stancorp Investment Advisers bought 370 iShares Core High Dividend ETF shares in Q1 2015, an estimated $5.66K.
  • iShares Core High Dividend ETF made up 0.35% of Stancorp Investment Advisers's portfolio in Q1 2015, its #83 holding.
  • Stancorp Investment Advisers first reported a position in iShares Core High Dividend ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares Core High Dividend ETF position peaked at $750K in Q4 2014.
  • 214 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.