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Bridgeworth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bridgeworth’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
Q4 		– Sell
-23,901
Closed -$781K – 55
2017
Q3 		$781K Buy
+23,901
New +$760K 1.1% 19

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridgeworth's DGRO Position: Q4 2017 in Review

Bridgeworth sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2017, closing a stake of 23,901 shares — an estimated $781K sold.

Bridgeworth first reported a position in DGRO in Q3 2017 and held it in 1 quarter. The position peaked at $781K in Q3 2017. 179 funds tracked by Wall St. Rank hold DGRO as of Q4 2017.

  • Bridgeworth reported no remaining iShares Core Dividend Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Bridgeworth sold 23,901 iShares Core Dividend Growth ETF shares in Q4 2017, an estimated $781K.
  • Bridgeworth first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and held it in 1 quarter.
  • Bridgeworth's iShares Core Dividend Growth ETF position peaked at $781K in Q3 2017.
  • 179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2017.

Based on Bridgeworth's 13F filing for Q4 2017, filed 8 Feb 2018.