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CFO4Life Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CFO4Life 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
2017
Q2 		– Sell
-19,043
Closed -$580K – 90
2017
Q1 		$580K Buy
+19,043
New +$571K 0.53% 31

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFO4Life Group's DGRO Position: Q2 2017 in Review

CFO4Life Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2017, closing a stake of 19,043 shares — an estimated $580K sold.

CFO4Life Group first reported a position in DGRO in Q1 2017 and held it in 1 quarter. The position peaked at $580K in Q1 2017. 127 funds tracked by Wall St. Rank hold DGRO as of Q2 2017.

  • CFO4Life Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2017 after selling out during the quarter.
  • CFO4Life Group sold 19,043 iShares Core Dividend Growth ETF shares in Q2 2017, an estimated $580K.
  • CFO4Life Group first reported a position in iShares Core Dividend Growth ETF in Q1 2017 and held it in 1 quarter.
  • CFO4Life Group's iShares Core Dividend Growth ETF position peaked at $580K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2017.

Based on CFO4Life Group's 13F filing for Q2 2017, filed 8 Aug 2017.