Patten Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

Patten Group’s Portfolio IGRO Stock Details IGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-297	Closed	-$15K	–	357
2018 Q4	$15K	Hold	297	–	–	0.01%	397
2018 Q3	$17K	Hold	297	–	–	0.01%	448
2018 Q2	$16K	Hold	297	–	–	0.01%	422
2018 Q1	$17K	Buy	+297	New	+$17.4K	0.01%	417

Other funds holding IGRO

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Patten Group's IGRO Position: Q1 2019 in Review

Patten Group sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2019, closing a stake of 297 shares — an estimated $15K sold.

Patten Group first reported a position in IGRO in Q1 2018 and held it in 4 quarters. The position peaked at $17K in Q3 2018. 30 funds tracked by Wall St. Rank hold IGRO as of Q1 2019.

Patten Group reported no remaining iShares International Dividend Growth ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 297 iShares International Dividend Growth ETF shares in Q1 2019, an estimated $15K.
Patten Group first reported a position in iShares International Dividend Growth ETF in Q1 2018 and held it in 4 quarters.
Patten Group's iShares International Dividend Growth ETF position peaked at $17K in Q3 2018.
30 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2019.

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