Bouchey Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bouchey Financial Group’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
2018 Q4	–	Sell	-5,960	Closed	-$221K	–	71
2018 Q3	$221K	Hold	5,960	–	–	0.05%	67
2018 Q2	$204K	Hold	5,960	–	–	0.06%	66
2018 Q1	$202K	Buy	+5,960	New	+$210K	0.06%	66

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Bouchey Financial Group's DGRO Position: Q4 2018 in Review

Bouchey Financial Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2018, closing a stake of 5,960 shares — an estimated $221K sold.

Bouchey Financial Group first reported a position in DGRO in Q1 2018 and held it in 3 quarters. The position peaked at $221K in Q3 2018. 253 funds tracked by Wall St. Rank hold DGRO as of Q4 2018.

Bouchey Financial Group reported no remaining iShares Core Dividend Growth ETF position as of Q4 2018 after selling out during the quarter.
Bouchey Financial Group sold 5,960 iShares Core Dividend Growth ETF shares in Q4 2018, an estimated $221K.
Bouchey Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and held it in 3 quarters.
Bouchey Financial Group's iShares Core Dividend Growth ETF position peaked at $221K in Q3 2018.
253 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2018.

Based on Bouchey Financial Group's 13F filing for Q4 2018, filed 14 Jan 2019.