TD Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

TD Capital 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 Q2	–	Sell	-13,800	Closed	-$198K	–	274
2020 Q1	$198K	Buy	+13,800	New	+$244K	0.04%	52
2017 Q4	–	Sell	-205	Closed	-$4K	–	225
2017 Q3	$4K	Buy	+205	New	+$3.46K	﹤0.01%	192

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Capital Management's HDV Position: Q2 2020 in Review

TD Capital Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2020, closing a stake of 13,800 shares — an estimated $198K sold.

TD Capital Management first reported a position in HDV in Q3 2017 and held it in 2 quarters. The position peaked at $198K in Q1 2020. 486 funds tracked by Wall St. Rank hold HDV as of Q2 2020.

TD Capital Management reported no remaining iShares Core High Dividend ETF position as of Q2 2020 after selling out during the quarter.
TD Capital Management sold 13,800 iShares Core High Dividend ETF shares in Q2 2020, an estimated $198K.
TD Capital Management first reported a position in iShares Core High Dividend ETF in Q3 2017 and held it in 2 quarters.
TD Capital Management's iShares Core High Dividend ETF position peaked at $198K in Q1 2020.
486 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2020.

Based on TD Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.