SIG
HDV

Stanford Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History

Stanford Investment Group’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
Q4 		– Sell
-2,000
Closed -$28K – 339
2015
Q3 		$28K Hold
2,000
– – 0.02% 186
2015
Q2 		$29K Hold
2,000
– – 0.02% 193
2015
Q1 		$30K Hold
2,000
– – 0.02% 186
2014
Q4 		$31K Buy
+2,000
New +$30.5K 0.03% 186

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Stanford Investment Group's HDV Position: Q4 2015 in Review

Stanford Investment Group sold out of iShares Core High Dividend ETF (HDV) in Q4 2015, closing a stake of 2,000 shares — an estimated $28K sold.

Stanford Investment Group first reported a position in HDV in Q4 2014 and held it in 4 quarters. The position peaked at $31K in Q4 2014. 239 funds tracked by Wall St. Rank hold HDV as of Q4 2015.

  • Stanford Investment Group reported no remaining iShares Core High Dividend ETF position as of Q4 2015 after selling out during the quarter.
  • Stanford Investment Group sold 2,000 iShares Core High Dividend ETF shares in Q4 2015, an estimated $28K.
  • Stanford Investment Group first reported a position in iShares Core High Dividend ETF in Q4 2014 and held it in 4 quarters.
  • Stanford Investment Group's iShares Core High Dividend ETF position peaked at $31K in Q4 2014.
  • 239 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2015.

Based on Stanford Investment Group's 13F filing for Q4 2015, filed 10 Nov 2016.