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

Shorepoint Capital Partners’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
2020
Q1 		– Sell
-62,399
Closed -$2.63M – 82
2019
Q4 		$2.63M Buy
62,399
+2,213
+4% +$89.5K 1.5% 23
2019
Q3 		$2.36M Buy
+60,186
New +$2.32M 1.39% 28

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Shorepoint Capital Partners's DGRO Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2020, closing a stake of 62,399 shares — an estimated $2.63M sold.

Shorepoint Capital Partners first reported a position in DGRO in Q3 2019 and held it in 2 quarters. The position peaked at $2.63M in Q4 2019. 435 funds tracked by Wall St. Rank hold DGRO as of Q1 2020.

  • Shorepoint Capital Partners reported no remaining iShares Core Dividend Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 62,399 iShares Core Dividend Growth ETF shares in Q1 2020, an estimated $2.63M.
  • Shorepoint Capital Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and held it in 2 quarters.
  • Shorepoint Capital Partners's iShares Core Dividend Growth ETF position peaked at $2.63M in Q4 2019.
  • 435 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.