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Empire Life Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Empire Life Investments’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
2020
Q3 		– Sell
-49,825
Closed -$1.87M – 102
2020
Q2 		$1.87M Buy
49,825
+11,409
+30% +$415K 0.16% 68
2020
Q1 		$1.25M Buy
38,416
+15,947
+71% +$624K 0.11% 77
2019
Q4 		$945K Buy
+22,469
New +$909K 0.07% 73

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empire Life Investments's DGRO Position: Q3 2020 in Review

Empire Life Investments sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2020, closing a stake of 49,825 shares — an estimated $1.87M sold.

Empire Life Investments first reported a position in DGRO in Q4 2019 and held it in 3 quarters. The position peaked at $1.87M in Q2 2020. 496 funds tracked by Wall St. Rank hold DGRO as of Q3 2020.

  • Empire Life Investments reported no remaining iShares Core Dividend Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Empire Life Investments sold 49,825 iShares Core Dividend Growth ETF shares in Q3 2020, an estimated $1.87M.
  • Empire Life Investments first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and held it in 3 quarters.
  • Empire Life Investments's iShares Core Dividend Growth ETF position peaked at $1.87M in Q2 2020.
  • 496 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2020.

Based on Empire Life Investments's 13F filing for Q3 2020, filed 5 Nov 2020.