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Palo Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Palo Capital’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
2018
Q4 		$223K Buy
+6,710
New +$236K 0.09% 133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palo Capital's DGRO Position: Q4 2018 in Review

Palo Capital opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2018: 6,710 shares worth $223K. The stake represents 0.09% of the portfolio and ranks #133 among its holdings.

253 funds tracked by Wall St. Rank hold DGRO as of Q4 2018.

  • Palo Capital held 6,710 shares of iShares Core Dividend Growth ETF worth $223K as of Q4 2018.
  • iShares Core Dividend Growth ETF was a new Palo Capital position in Q4 2018.
  • iShares Core Dividend Growth ETF made up 0.09% of Palo Capital's portfolio in Q4 2018, its #133 holding.
  • 253 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.