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Cornerstone Advisors (Washington)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cornerstone Advisors (Washington)’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
-167
Closed -$6K – 1199
2018
Q3 		$6K Hold
167
– – ﹤0.01% 737
2018
Q2 		$6K Buy
+167
New +$5.75K ﹤0.01% 695

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Advisors (Washington)'s DGRO Position: Q4 2018 in Review

Cornerstone Advisors (Washington) sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2018, closing a stake of 167 shares — an estimated $6K sold.

Cornerstone Advisors (Washington) first reported a position in DGRO in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 253 funds tracked by Wall St. Rank hold DGRO as of Q4 2018.

  • Cornerstone Advisors (Washington) reported no remaining iShares Core Dividend Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 167 iShares Core Dividend Growth ETF shares in Q4 2018, an estimated $6K.
  • Cornerstone Advisors (Washington) first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s iShares Core Dividend Growth ETF position peaked at $6K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q4 2018, filed 16 Jan 2019.