NEXT Financial Holdings’s iShares Core Dividend Growth ETF DGRO Stock Holding History

NEXT Financial Holdings’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	$75K	Buy	+2,043	New	+$72.7K	0.02%	621

Other funds holding DGRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEXT Financial Holdings's DGRO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2019: 2,043 shares worth $75K. The stake represents 0.02% of the portfolio and ranks #621 among its holdings.

288 funds tracked by Wall St. Rank hold DGRO as of Q1 2019.

NEXT Financial Holdings held 2,043 shares of iShares Core Dividend Growth ETF worth $75K as of Q1 2019.
iShares Core Dividend Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core Dividend Growth ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #621 holding.
288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.