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Alera Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alera Investment Advisors’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-23
Closed -$1K – 1214
2018
Q4 		$1K Buy
+23
New +$809 ﹤0.01% 885

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alera Investment Advisors's DGRO Position: Q1 2019 in Review

Alera Investment Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2019, closing a stake of 23 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in DGRO in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 288 funds tracked by Wall St. Rank hold DGRO as of Q1 2019.

  • Alera Investment Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 23 iShares Core Dividend Growth ETF shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's iShares Core Dividend Growth ETF position peaked at $1K in Q4 2018.
  • 288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.