VWA
HDV

V Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-500
Closed -$8K – 419
2017
Q2 		$8K Buy
+500
New +$8.39K ﹤0.01% 603

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

V Wealth Advisors's HDV Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

V Wealth Advisors first reported a position in HDV in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 327 funds tracked by Wall St. Rank hold HDV as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 500 iShares Core High Dividend ETF shares in Q3 2017, an estimated $8K.
  • V Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares Core High Dividend ETF position peaked at $8K in Q2 2017.
  • 327 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.