Bridgewater Wealth & Financial Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bridgewater Wealth & Financial Management’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
2017 Q3	–	Sell	-6,295	Closed	-$1.34M	–	54
2017 Q2	$1.34M	Buy	6,295 +11	+0.2%	+$2.31K	0.45%	42
2017 Q1	$1.3M	Buy	6,284 +34	+0.5%	+$6.93K	0.47%	42
2016 Q4	$1.23M	Sell	6,250 -446	-7%	-$84.1K	0.47%	42
2016 Q3	$1.22M	Sell	6,696 -425	-6%	-$78K	0.45%	43
2016 Q2	$1.27M	Buy	7,121 +18	+0.3%	+$3.19K	0.46%	42
2016 Q1	$1.25M	Buy	7,103 +487	+7%	+$81.1K	0.46%	41
2015 Q4	$1.15M	Buy	6,616 +214	+3%	+$37.4K	0.45%	41
2015 Q3	$1.04M	Buy	+6,402	New	+$1.09M	0.43%	42
2015 Q1	–	Sell	-5,550	Closed	-$987K	–	82
2014 Q4	$987K	Buy	+5,550	New	+$962K	0.4%	47

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bridgewater Wealth & Financial Management's DIA Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2017, closing a stake of 6,295 shares — an estimated $1.34M sold.

Bridgewater Wealth & Financial Management first reported a position in DIA in Q4 2014 and held it in 9 quarters. The position peaked at $1.34M in Q2 2017. 482 funds tracked by Wall St. Rank hold DIA as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 6,295 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2017, an estimated $1.34M.
Bridgewater Wealth & Financial Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 9 quarters.
Bridgewater Wealth & Financial Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.34M in Q2 2017.
482 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.