MC
DGRO icon

Moors & Cabot’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Moors & Cabot’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
-10,131
Closed -$328K – 571
2017
Q3 		$328K Buy
+10,131
New +$322K 0.05% 389

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 1-Year Est. Return

Moors & Cabot's DGRO Position: Q4 2017 in Review

Moors & Cabot sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2017, closing a stake of 10,131 shares — an estimated $328K sold.

Moors & Cabot first reported a position in DGRO in Q3 2017 and held it in 1 quarter. The position peaked at $328K in Q3 2017. 179 funds tracked by Wall St. Rank hold DGRO as of Q4 2017.

  • Moors & Cabot reported no remaining iShares Core Dividend Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Moors & Cabot sold 10,131 iShares Core Dividend Growth ETF shares in Q4 2017, an estimated $328K.
  • Moors & Cabot first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and held it in 1 quarter.
  • Moors & Cabot's iShares Core Dividend Growth ETF position peaked at $328K in Q3 2017.
  • 179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2017.

Based on Moors & Cabot's 13F filing for Q4 2017, filed 13 Feb 2018.