BFEC
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Benjamin F. Edwards & Company’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Benjamin F. Edwards & Company’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,000
Closed -$211K – 1697
2021
Q1 		$211K Hold
10,000
– – 0.01% 661
2020
Q4 		$221K Buy
+10,000
New +$218K 0.01% 614

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benjamin F. Edwards & Company's DIAL Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2021, closing a stake of 10,000 shares — an estimated $211K sold.

Benjamin F. Edwards & Company first reported a position in DIAL in Q4 2020 and held it in 2 quarters. The position peaked at $221K in Q4 2020. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2021.

  • Benjamin F. Edwards & Company reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 10,000 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2021, an estimated $211K.
  • Benjamin F. Edwards & Company first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Columbia Diversified Fixed Income Allocation ETF position peaked at $221K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.