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

Bell Rock Capital’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	-10	Closed	-$2K	–	395
2019 Q1	$2K	Hold	10	–	–	﹤0.01%	377
2018 Q4	$2K	Sell	10 -5	-33%	-$1.25K	﹤0.01%	391
2018 Q3	$4K	Buy	+15	New	+$3.84K	﹤0.01%	389

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

Bell Rock Capital's DIA Position: Q2 2019 in Review

Bell Rock Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2019, closing a stake of 10 shares — an estimated $2K sold.

Bell Rock Capital first reported a position in DIA in Q3 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 657 funds tracked by Wall St. Rank hold DIA as of Q2 2019.

Bell Rock Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2019 after selling out during the quarter.
Bell Rock Capital sold 10 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2019, an estimated $2K.
Bell Rock Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and held it in 3 quarters.
Bell Rock Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4K in Q3 2018.
657 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.