YWP
HDV

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return