Lebenthal Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lebenthal Wealth Advisors’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 Q2	$224K	Buy	+8,226	New	+$221K	0.66%	70

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

CFO4Life Coppell, Texas $471M AUM

Lebenthal Wealth Advisors's DGRO Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2016: 8,226 shares worth $224K. The stake represents 0.66% of the portfolio and ranks #70 among its holdings.

73 funds tracked by Wall St. Rank hold DGRO as of Q2 2016.

Lebenthal Wealth Advisors held 8,226 shares of iShares Core Dividend Growth ETF worth $224K as of Q2 2016.
iShares Core Dividend Growth ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares Core Dividend Growth ETF made up 0.66% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #70 holding.
73 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.