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

Veracity Capital’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	-14,730	Closed	-$211K	–	222
2020 Q1	$211K	Hold	14,730	–	–	0.06%	193
2019 Q4	$289K	Buy	+14,730	New	+$281K	0.07%	180

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Veracity Capital's HDV Position: Q2 2020 in Review

Veracity Capital sold out of iShares Core High Dividend ETF (HDV) in Q2 2020, closing a stake of 14,730 shares — an estimated $211K sold.

Veracity Capital first reported a position in HDV in Q4 2019 and held it in 2 quarters. The position peaked at $289K in Q4 2019. 487 funds tracked by Wall St. Rank hold HDV as of Q2 2020.

Veracity Capital reported no remaining iShares Core High Dividend ETF position as of Q2 2020 after selling out during the quarter.
Veracity Capital sold 14,730 iShares Core High Dividend ETF shares in Q2 2020, an estimated $211K.
Veracity Capital first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 2 quarters.
Veracity Capital's iShares Core High Dividend ETF position peaked at $289K in Q4 2019.
487 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2020.

Based on Veracity Capital's 13F filing for Q2 2020, filed 13 Jul 2020.