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HDV

Stolper & Co’s iShares Core High Dividend ETF HDV Stock Holding History

Stolper & Co’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
Q3 		– Sell
-53,465
Closed -$868K – 89
2020
Q2 		$868K Buy
53,465
+125
+0.2% +$2.02K 0.57% 53
2020
Q1 		$763K Buy
+53,340
New +$942K 0.55% 54

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
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stolper & Co's HDV Position: Q3 2020 in Review

Stolper & Co sold out of iShares Core High Dividend ETF (HDV) in Q3 2020, closing a stake of 53,465 shares — an estimated $868K sold.

Stolper & Co first reported a position in HDV in Q1 2020 and held it in 2 quarters. The position peaked at $868K in Q2 2020. 474 funds tracked by Wall St. Rank hold HDV as of Q3 2020.

  • Stolper & Co reported no remaining iShares Core High Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Stolper & Co sold 53,465 iShares Core High Dividend ETF shares in Q3 2020, an estimated $868K.
  • Stolper & Co first reported a position in iShares Core High Dividend ETF in Q1 2020 and held it in 2 quarters.
  • Stolper & Co's iShares Core High Dividend ETF position peaked at $868K in Q2 2020.
  • 474 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2020.

Based on Stolper & Co's 13F filing for Q3 2020, filed 8 Oct 2020.