Patten Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Patten Group’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	–	Sell	-240	Closed	-$8K	–	273
2018 Q4	$8K	Buy	240 +205	+586%	+$7.21K	﹤0.01%	453
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	660
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	643
2018 Q1	$1K	Hold	35	–	–	﹤0.01%	559
2017 Q4	$1K	Buy	+35	New	+$1.18K	﹤0.01%	597

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Patten Group's DGRO Position: Q1 2019 in Review

Patten Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2019, closing a stake of 240 shares — an estimated $8K sold.

Patten Group first reported a position in DGRO in Q4 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2018. 288 funds tracked by Wall St. Rank hold DGRO as of Q1 2019.

Patten Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 240 iShares Core Dividend Growth ETF shares in Q1 2019, an estimated $8K.
Patten Group first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and held it in 5 quarters.
Patten Group's iShares Core Dividend Growth ETF position peaked at $8K in Q4 2018.
288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.