Webster Bank’s iShares Core High Dividend ETF HDV Stock Holding History

Webster Bank’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 Q4	–	Sell	-325	Closed	-$5K	–	541
2020 Q3	$5K	Hold	325	–	–	﹤0.01%	467
2020 Q2	$5K	Hold	325	–	–	﹤0.01%	458
2020 Q1	$5K	Hold	325	–	–	﹤0.01%	452
2019 Q4	$6K	Hold	325	–	–	﹤0.01%	474
2019 Q3	$6K	Hold	325	–	–	﹤0.01%	465
2019 Q2	$6K	Hold	325	–	–	﹤0.01%	460
2019 Q1	$6K	Hold	325	–	–	﹤0.01%	460
2018 Q4	$5K	Hold	325	–	–	﹤0.01%	463
2018 Q3	$6K	Buy	+325	New	+$5.76K	﹤0.01%	472
2017 Q1	–	Sell	-940	Closed	-$15K	–	576
2016 Q4	$15K	Buy	+940	New	+$15.1K	﹤0.01%	473

Other funds holding HDV

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return