Fiduciary Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Fiduciary Trust’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 Q2	–	Sell	-6,068	Closed	-$223K	–	493
2019 Q1	$223K	Hold	6,068	–	–	0.01%	444
2018 Q4	$201K	Hold	6,068	–	–	0.01%	433
2018 Q3	$225K	Hold	6,068	–	–	0.01%	442
2018 Q2	$208K	Hold	6,068	–	–	0.01%	442
2018 Q1	$206K	Hold	6,068	–	–	0.01%	437
2017 Q4	$211K	Buy	+6,068	New	+$205K	0.01%	413
2017 Q3	–	Sell	-6,068	Closed	-$190K	–	448
2017 Q2	$190K	Buy	+6,068	New	+$188K	0.01%	444

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiduciary Trust's DGRO Position: Q2 2019 in Review

Fiduciary Trust sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2019, closing a stake of 6,068 shares — an estimated $223K sold.

Fiduciary Trust first reported a position in DGRO in Q2 2017 and held it in 7 quarters. The position peaked at $225K in Q3 2018. 310 funds tracked by Wall St. Rank hold DGRO as of Q2 2019.

Fiduciary Trust reported no remaining iShares Core Dividend Growth ETF position as of Q2 2019 after selling out during the quarter.
Fiduciary Trust sold 6,068 iShares Core Dividend Growth ETF shares in Q2 2019, an estimated $223K.
Fiduciary Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and held it in 7 quarters.
Fiduciary Trust's iShares Core Dividend Growth ETF position peaked at $225K in Q3 2018.
310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2019.

Based on Fiduciary Trust's 13F filing for Q2 2019, filed 14 Aug 2019.