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

Ballew 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
2018 Q4	–	Sell	-485	Closed	-$120K	–	174
2018 Q3	$120K	Sell	485 -142	-23%	-$36.3K	0.11%	106
2018 Q2	$152K	Sell	627 -55	-8%	-$13.5K	0.17%	90
2018 Q1	$165K	Buy	+682	New	+$171K	0.14%	95

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ballew Advisors's DIA Position: Q4 2018 in Review

Ballew Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2018, closing a stake of 485 shares — an estimated $120K sold.

Ballew Advisors first reported a position in DIA in Q1 2018 and held it in 3 quarters. The position peaked at $165K in Q1 2018. 631 funds tracked by Wall St. Rank hold DIA as of Q4 2018.

Ballew Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 485 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2018, an estimated $120K.
Ballew Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 3 quarters.
Ballew Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $165K in Q1 2018.
631 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.