Calton & Associates Inc. Sells 13,396 Shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Calton & Associates Inc. cut its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 54.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,406 shares of the company’s stock after selling 13,396 shares during the quarter. Calton & Associates Inc.’s holdings in Capital Group Dividend Value ETF were worth $402,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Harbor Investment Advisory LLC lifted its position in shares of Capital Group Dividend Value ETF by 2.1% during the 3rd quarter. Harbor Investment Advisory LLC now owns 14,600 shares of the company’s stock valued at $532,000 after acquiring an additional 300 shares during the period. Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Capital Group Dividend Value ETF by 7.3% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 4,475 shares of the company’s stock valued at $163,000 after purchasing an additional 304 shares during the period. Professional Financial Advisors LLC boosted its position in shares of Capital Group Dividend Value ETF by 1.2% during the 4th quarter. Professional Financial Advisors LLC now owns 32,882 shares of the company’s stock worth $1,159,000 after purchasing an additional 383 shares in the last quarter. Blue Trust Inc. grew its stake in shares of Capital Group Dividend Value ETF by 33.3% in the 4th quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock valued at $58,000 after buying an additional 400 shares during the period. Finally, Peapack Gladstone Financial Corp grew its stake in shares of Capital Group Dividend Value ETF by 0.5% in the 3rd quarter. Peapack Gladstone Financial Corp now owns 80,610 shares of the company’s stock valued at $2,937,000 after buying an additional 440 shares during the period.

Capital Group Dividend Value ETF Stock Performance

CGDV stock opened at $36.92 on Friday. The stock’s 50 day simple moving average is $36.08 and its 200 day simple moving average is $35.75. The company has a market cap of $8.41 billion, a P/E ratio of 22.38 and a beta of 0.92. Capital Group Dividend Value ETF has a fifty-two week low of $29.85 and a fifty-two week high of $37.17.

Capital Group Dividend Value ETF Company Profile

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.