Bruderman Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-119	Closed	-$31K	–	221
2019 Q1	$31K	Sell	119 -279	-70%	-$70.2K	0.01%	322
2018 Q4	$93K	Buy	+398	New	+$99.3K	0.02%	185

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

Bruderman Asset Management's DIA Position: Q2 2019 in Review

Bruderman Asset Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2019, closing a stake of 119 shares — an estimated $31K sold.

Bruderman Asset Management first reported a position in DIA in Q4 2018 and held it in 2 quarters. The position peaked at $93K in Q4 2018. 657 funds tracked by Wall St. Rank hold DIA as of Q2 2019.

Bruderman Asset Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 119 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2019, an estimated $31K.
Bruderman Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 2 quarters.
Bruderman Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $93K in Q4 2018.
657 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.