Cardan Capital Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cardan Capital Partners’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	-62,202	Closed	-$2.06M	–	172
2018 Q4	$2.06M	Buy	62,202 +2,005	+3%	+$70.5K	0.36%	67
2018 Q3	$2.23M	Sell	60,197 -502	-0.8%	-$18.2K	0.35%	67
2018 Q2	$2.08M	Sell	60,699 -1,599	-3%	-$55K	0.34%	72
2018 Q1	$2.11M	Buy	+62,298	New	+$2.2M	0.35%	70
2017 Q3	–	Sell	-68,833	Closed	-$2.16M	–	118
2017 Q2	$2.16M	Buy	68,833 +1,508	+2%	+$46.6K	0.42%	67
2017 Q1	$2.05M	Buy	+67,325	New	+$2.02M	0.43%	65
2016 Q3	–	Sell	-57,161	Closed	-$1.56M	–	117
2016 Q2	$1.56M	Buy	+57,161	New	+$1.53M	0.38%	68
2016 Q1	–	Sell	-13,291	Closed	-$341K	–	100
2015 Q4	$341K	Buy	+13,291	New	+$343K	0.15%	77

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Cardan Capital Partners's DGRO Position: Q1 2019 in Review

Cardan Capital Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2019, closing a stake of 62,202 shares — an estimated $2.06M sold.

Cardan Capital Partners first reported a position in DGRO in Q4 2015 and held it in 8 quarters. The position peaked at $2.23M in Q3 2018. 288 funds tracked by Wall St. Rank hold DGRO as of Q1 2019.

Cardan Capital Partners reported no remaining iShares Core Dividend Growth ETF position as of Q1 2019 after selling out during the quarter.
Cardan Capital Partners sold 62,202 iShares Core Dividend Growth ETF shares in Q1 2019, an estimated $2.06M.
Cardan Capital Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2015 and held it in 8 quarters.
Cardan Capital Partners's iShares Core Dividend Growth ETF position peaked at $2.23M in Q3 2018.
288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2019.

Based on Cardan Capital Partners's 13F filing for Q1 2019, filed 9 Apr 2019.