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Ancora Family Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$248K Buy
+1,355
New +$249K 0.08% 187

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ancora Family Wealth Advisors's DIA Position: Q3 2016 in Review

Ancora Family Wealth Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2016: 1,355 shares worth $248K. The stake represents 0.08% of the portfolio and ranks #187 among its holdings.

384 funds tracked by Wall St. Rank hold DIA as of Q3 2016.

  • Ancora Family Wealth Advisors held 1,355 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $248K as of Q3 2016.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Ancora Family Wealth Advisors position in Q3 2016.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #187 holding.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.