HL Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

HL Financial Services’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 Q1	$5.76M	Buy	156,820 +29,466	+23%	+$1.05M	0.09%	136
2018 Q4	$4.23M	Buy	127,354 +1,788	+1%	+$62.9K	0.07%	170
2018 Q3	$4.65M	Buy	125,566 +115,717	+1,175%	+$4.21M	0.07%	167
2018 Q2	$338K	Buy	+9,849	New	+$339K	0.01%	559

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HL Financial Services's DGRO Position: Q1 2019 in Review

HL Financial Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 23% in Q1 2019, buying an estimated $1.05M and bringing the position to 156,820 shares worth $5.76M. The position accounts for 0.09% of the portfolio, ranked #136.

HL Financial Services first reported a position in DGRO in Q2 2018 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold DGRO as of Q1 2019.

HL Financial Services held 156,820 shares of iShares Core Dividend Growth ETF worth $5.76M as of Q1 2019.
HL Financial Services bought 29,466 iShares Core Dividend Growth ETF shares in Q1 2019, an estimated $1.05M.
iShares Core Dividend Growth ETF made up 0.09% of HL Financial Services's portfolio in Q1 2019, its #136 holding.
HL Financial Services first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.