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Investment Centers of America’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-96,823
Closed -$3.14M – 93
2017
Q3 		$3.14M Buy
96,823
+9,453
+11% +$301K 0.23% 98
2017
Q2 		$2.74M Buy
87,370
+34,704
+66% +$1.07M 0.21% 108
2017
Q1 		$1.6M Buy
+52,666
New +$1.58M 0.12% 157

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Centers of America's DGRO Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2017, closing a stake of 96,823 shares — an estimated $3.14M sold.

Investment Centers of America first reported a position in DGRO in Q1 2017 and held it in 3 quarters. The position peaked at $3.14M in Q3 2017. 179 funds tracked by Wall St. Rank hold DGRO as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Core Dividend Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 96,823 iShares Core Dividend Growth ETF shares in Q4 2017, an estimated $3.14M.
  • Investment Centers of America first reported a position in iShares Core Dividend Growth ETF in Q1 2017 and held it in 3 quarters.
  • Investment Centers of America's iShares Core Dividend Growth ETF position peaked at $3.14M in Q3 2017.
  • 179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.