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

Apriem 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
2017
Q1 		– Sell
-621
Closed -$18K – 678
2016
Q4 		$18K Buy
+621
New +$17.5K 0.01% 368

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Apriem Advisors's DGRO Position: Q1 2017 in Review

Apriem Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2017, closing a stake of 621 shares — an estimated $18K sold.

Apriem Advisors first reported a position in DGRO in Q4 2016 and held it in 1 quarter. The position peaked at $18K in Q4 2016. 109 funds tracked by Wall St. Rank hold DGRO as of Q1 2017.

  • Apriem Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 621 iShares Core Dividend Growth ETF shares in Q1 2017, an estimated $18K.
  • Apriem Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2016 and held it in 1 quarter.
  • Apriem Advisors's iShares Core Dividend Growth ETF position peaked at $18K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.