Blankinship & Foster’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Blankinship & Foster’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
2020 Q1	–	Sell	-866	Closed	-$247K	–	46
2019 Q4	$247K	Hold	866	–	–	0.14%	38
2019 Q3	$233K	Hold	866	–	–	0.14%	38
2019 Q2	$230K	Sell	866 -77	-8%	-$20.1K	0.14%	39
2019 Q1	$244K	Hold	943	–	–	0.15%	41
2018 Q4	$220K	Hold	943	–	–	0.15%	42
2018 Q3	$249K	Hold	943	–	–	0.16%	32
2018 Q2	$229K	Hold	943	–	–	0.15%	30
2018 Q1	$228K	Hold	943	–	–	0.15%	30
2017 Q4	$233K	Hold	943	–	–	0.15%	32
2017 Q3	$211K	Hold	943	–	–	0.16%	29
2017 Q2	$201K	Sell	943 -243	-20%	-$51K	0.17%	28
2017 Q1	$245K	Buy	+1,186	New	+$242K	0.21%	24

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blankinship & Foster's DIA Position: Q1 2020 in Review

Blankinship & Foster sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 866 shares — an estimated $247K sold.

Blankinship & Foster first reported a position in DIA in Q1 2017 and held it in 12 quarters. The position peaked at $249K in Q3 2018. 718 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

Blankinship & Foster reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
Blankinship & Foster sold 866 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $247K.
Blankinship & Foster first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and held it in 12 quarters.
Blankinship & Foster's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $249K in Q3 2018.
718 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on Blankinship & Foster's 13F filing for Q1 2020, filed 7 May 2020.