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

Bristlecone 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
2017
Q4 		– Sell
-33
Closed -$7K – 172
2017
Q3 		$7K Buy
+33
New +$7.22K ﹤0.01% 265

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bristlecone Advisors's DIA Position: Q4 2017 in Review

Bristlecone Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2017, closing a stake of 33 shares — an estimated $7K sold.

Bristlecone Advisors first reported a position in DIA in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 576 funds tracked by Wall St. Rank hold DIA as of Q4 2017.

  • Bristlecone Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 33 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2017, an estimated $7K.
  • Bristlecone Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and held it in 1 quarter.
  • Bristlecone Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7K in Q3 2017.
  • 576 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.