Advocacy Wealth Management Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advocacy Wealth Management Services’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
2017 Q1	–	Sell	-14	Closed	-$3K	–	309
2016 Q4	$3K	Sell	14 -9	-39%	-$1.7K	﹤0.01%	270
2016 Q3	$4K	Sell	23 -12	-34%	-$2.2K	﹤0.01%	332
2016 Q2	$6K	Buy	+35	New	+$6.21K	﹤0.01%	332

Other funds holding DIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advocacy Wealth Management Services's DIA Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2017, closing a stake of 14 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in DIA in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2016. 479 funds tracked by Wall St. Rank hold DIA as of Q1 2017.

Advocacy Wealth Management Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 14 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2017, an estimated $3K.
Advocacy Wealth Management Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and held it in 3 quarters.
Advocacy Wealth Management Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6K in Q2 2016.
479 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.