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

Gupta 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
Q1 		$37K Hold
1,400
– – 0.01% 498
2015
Q4 		$36K Hold
1,400
– – 0.01% 497
2015
Q3 		$34K Hold
1,400
– – 0.01% 530
2015
Q2 		$36K Buy
1,400
+700
+100% +$18.6K 0.01% 542
2015
Q1 		$18K Buy
+700
New +$18.5K 0.01% 628

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's DGRO Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2016 at 1,400 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #498.

Gupta Wealth Management first reported a position in DGRO in Q1 2015 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold DGRO as of Q1 2016.

  • Gupta Wealth Management held 1,400 shares of iShares Core Dividend Growth ETF worth $37K as of Q1 2016.
  • Gupta Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q1 2016.
  • iShares Core Dividend Growth ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #498 holding.
  • Gupta Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q1 2015 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.