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

Almanack Investment Partners’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
2019 Q1	–	Sell	-1,648	Closed	-$385K	–	159
2018 Q4	$385K	Sell	1,648 -700	-30%	-$175K	0.11%	92
2018 Q3	$615K	Sell	2,348 -8,441	-78%	-$2.16M	0.16%	73
2018 Q2	$2.62M	Buy	+10,789	New	+$2.65M	1.18%	18
2017 Q3	–	Sell	-1,400	Closed	-$299K	–	159
2017 Q2	$299K	Buy	+1,400	New	+$294K	0.17%	90

Other funds holding DIA

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Almanack Investment Partners's DIA Position: Q1 2019 in Review

Almanack Investment Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2019, closing a stake of 1,648 shares — an estimated $385K sold.

Almanack Investment Partners first reported a position in DIA in Q2 2017 and held it in 4 quarters. The position peaked at $2.62M in Q2 2018. 663 funds tracked by Wall St. Rank hold DIA as of Q1 2019.

Almanack Investment Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2019 after selling out during the quarter.
Almanack Investment Partners sold 1,648 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2019, an estimated $385K.
Almanack Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and held it in 4 quarters.
Almanack Investment Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.62M in Q2 2018.
663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2019.

Based on Almanack Investment Partners's 13F filing for Q1 2019, filed 15 May 2019.