1919 Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

1919 Investment Counsel’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$160K	Buy	935 +35	+4%	+$5.93K	﹤0.01%	570
2014 Q2	$152K	Hold	900	–	–	﹤0.01%	571
2014 Q1	$148K	Buy	+900	New	+$145K	﹤0.01%	564

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

1919 Investment Counsel's DIA Position: Q3 2014 in Review

1919 Investment Counsel increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.9% in Q3 2014, buying an estimated $5.93K and bringing the position to 935 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

1919 Investment Counsel first reported a position in DIA in Q1 2014 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold DIA as of Q3 2014.

1919 Investment Counsel held 935 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $160K as of Q3 2014.
1919 Investment Counsel bought 35 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2014, an estimated $5.93K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #570 holding.
1919 Investment Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2014 and has held it in 3 quarters since.
309 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.