YorkBridge Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-3,725	Closed	-$70K	–	375
2019 Q2	$70K	Hold	3,725	–	–	0.03%	336
2019 Q1	$70K	Hold	3,725	–	–	0.03%	330
2018 Q4	$63K	Hold	3,725	–	–	0.03%	308
2018 Q3	$68K	Sell	3,725 -875	-19%	-$15.5K	0.03%	326
2018 Q2	$78K	Buy	4,600 +100	+2%	+$1.7K	0.03%	322
2018 Q1	$77K	Hold	4,500	–	–	0.04%	319
2017 Q4	$78K	Hold	4,500	–	–	0.04%	323
2017 Q3	$77K	Hold	4,500	–	–	0.04%	324
2017 Q2	$75K	Buy	4,500 +125	+3%	+$2.1K	0.04%	320
2017 Q1	$73K	Sell	4,375 -145	-3%	-$2.42K	0.04%	324
2016 Q4	$73K	Buy	+4,520	New	+$72.8K	0.04%	295

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

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

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

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

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

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

SAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

YorkBridge Wealth Partners's HDV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Core High Dividend ETF (HDV) in Q3 2019, closing a stake of 3,725 shares — an estimated $70K sold.

YorkBridge Wealth Partners first reported a position in HDV in Q4 2016 and held it in 11 quarters. The position peaked at $78K in Q2 2018. 492 funds tracked by Wall St. Rank hold HDV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Core High Dividend ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,725 iShares Core High Dividend ETF shares in Q3 2019, an estimated $70K.
YorkBridge Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Core High Dividend ETF position peaked at $78K in Q2 2018.
492 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.