V
HDV

Veritable’s iShares Core High Dividend ETF HDV Stock Holding History

Veritable’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
2019
Q1 		– Sell
-35,125
Closed -$593K – 808
2018
Q4 		$593K Hold
35,125
– – 0.01% 430
2018
Q3 		$636K Buy
35,125
+155
+0.4% +$2.75K 0.01% 445
2018
Q2 		$594K Hold
34,970
– – 0.01% 463
2018
Q1 		$591K Hold
34,970
– – 0.01% 451
2017
Q4 		$630K Sell
34,970
-11,640
-25% -$204K 0.01% 449
2017
Q3 		$801K Sell
46,610
-8,925
-16% -$150K 0.02% 392
2017
Q2 		$923K Buy
+55,535
New +$932K 0.02% 364

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 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

Veritable's HDV Position: Q1 2019 in Review

Veritable sold out of iShares Core High Dividend ETF (HDV) in Q1 2019, closing a stake of 35,125 shares — an estimated $593K sold.

Veritable first reported a position in HDV in Q2 2017 and held it in 7 quarters. The position peaked at $923K in Q2 2017. 458 funds tracked by Wall St. Rank hold HDV as of Q1 2019.

  • Veritable reported no remaining iShares Core High Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Veritable sold 35,125 iShares Core High Dividend ETF shares in Q1 2019, an estimated $593K.
  • Veritable first reported a position in iShares Core High Dividend ETF in Q2 2017 and held it in 7 quarters.
  • Veritable's iShares Core High Dividend ETF position peaked at $923K in Q2 2017.
  • 458 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2019.

Based on Veritable's 13F filing for Q1 2019, filed 15 May 2019.