Atherton Lane Advisers’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$880K	Sell	5,055 -60	-1%	-$10.5K	0.05%	108
2015 Q3	$832K	Hold	5,115	–	–	0.05%	113
2015 Q2	$899K	Sell	5,115 -335	-6%	-$60.3K	0.05%	115
2015 Q1	$968K	Sell	5,450 -195	-3%	-$34.7K	0.05%	120
2014 Q4	$1M	Sell	5,645 -30	-0.5%	-$5.2K	0.06%	117
2014 Q3	$965K	Buy	5,675 +720	+15%	+$122K	0.06%	118
2014 Q2	$832K	Buy	+4,955	New	+$821K	0.05%	134

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

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

Atherton Lane Advisers's DIA Position: Q4 2015 in Review

Atherton Lane Advisers reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q4 2015, selling an estimated $10.5K and leaving 5,055 shares worth $880K. The position accounts for 0.05% of the portfolio, ranked #108.

Atherton Lane Advisers first reported a position in DIA in Q2 2014 and has held it in 7 quarters since. The position peaked at $1M in Q4 2014. 397 funds tracked by Wall St. Rank hold DIA as of Q4 2015.

Atherton Lane Advisers held 5,055 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $880K as of Q4 2015.
Atherton Lane Advisers sold 60 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2015, an estimated $10.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #108 holding.
Atherton Lane Advisers first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1M in Q4 2014.
397 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.