Archford Capital Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Archford Capital Strategies’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 Q2	–	Sell	-475	Closed	-$123K	–	558
2019 Q1	$123K	Sell	475 -180	-27%	-$45.3K	0.05%	232
2018 Q4	$153K	Hold	655	–	–	0.06%	207
2018 Q3	$173K	Hold	655	–	–	0.06%	212
2018 Q2	$159K	Hold	655	–	–	0.06%	217
2018 Q1	$162K	Buy	+655	New	+$165K	0.07%	124
2017 Q3	–	Sell	-955	Closed	-$204K	–	193
2017 Q2	$204K	Buy	955 +73	+8%	+$15.3K	0.08%	182
2017 Q1	$182K	Buy	882 +50	+6%	+$10.2K	0.07%	194
2016 Q4	$164K	Hold	832	–	–	0.07%	177
2016 Q3	$152K	Sell	832 -210	-20%	-$38.6K	0.06%	194
2016 Q2	$187K	Buy	+1,042	New	+$185K	0.1%	158
2016 Q1	–	Sell	-1,042	Closed	-$182K	–	280
2015 Q4	$182K	Buy	1,042 +57	+6%	+$9.96K	0.08%	175
2015 Q3	$160K	Buy	+985	New	+$168K	0.12%	124
2014 Q2	–	Sell	-102	Closed	-$16.8K	–	913
2014 Q1	$16.8K	Buy	+102	New	+$16.5K	0.01%	356

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Archford Capital Strategies's DIA Position: Q2 2019 in Review

Archford Capital Strategies sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2019, closing a stake of 475 shares — an estimated $123K sold.

Archford Capital Strategies first reported a position in DIA in Q1 2014 and held it in 13 quarters. The position peaked at $204K in Q2 2017. 657 funds tracked by Wall St. Rank hold DIA as of Q2 2019.

Archford Capital Strategies reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2019 after selling out during the quarter.
Archford Capital Strategies sold 475 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2019, an estimated $123K.
Archford Capital Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2014 and held it in 13 quarters.
Archford Capital Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $204K in Q2 2017.
657 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2019.

Based on Archford Capital Strategies's 13F filing for Q2 2019, filed 18 Jul 2019.