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Advisor Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Advisor Group’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.07M Buy
99,427
+69,596
+233% +$1.45M 0.01% 791
2019
Q3 		$621K Buy
29,831
+26,231
+729% +$541K ﹤0.01% 1451
2019
Q2 		$74K Buy
+3,600
New +$71.9K ﹤0.01% 3088

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LWPC
Legacy Wealth Partners (California) Calabasas, California $180M AUM 48.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group's DIAL Position: Q4 2019 in Review

Advisor Group increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 233% in Q4 2019, buying an estimated $1.45M and bringing the position to 99,427 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #791.

Advisor Group first reported a position in DIAL in Q2 2019 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold DIAL as of Q4 2019.

  • Advisor Group held 99,427 shares of Columbia Diversified Fixed Income Allocation ETF worth $2.07M as of Q4 2019.
  • Advisor Group bought 69,596 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2019, an estimated $1.45M.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #791 holding.
  • Advisor Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2019 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.