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Concert Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,065
Closed -$31K – 546
2016
Q3 		$31K Buy
+1,065
New +$29.7K ﹤0.01% 864

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
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
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Concert Wealth Management's DGRO Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2016, closing a stake of 1,065 shares — an estimated $31K sold.

Concert Wealth Management first reported a position in DGRO in Q3 2016 and held it in 1 quarter. The position peaked at $31K in Q3 2016. 96 funds tracked by Wall St. Rank hold DGRO as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,065 iShares Core Dividend Growth ETF shares in Q4 2016, an estimated $31K.
  • Concert Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Core Dividend Growth ETF position peaked at $31K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.