Butensky & Cohen Financial Security’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Butensky & Cohen Financial Security’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	-293	Closed	-$62K	–	83
2017 Q2	$62K	Sell	293 -15	-5%	-$3.15K	0.06%	80
2017 Q1	$64K	Sell	308 -30	-9%	-$6.12K	0.06%	78
2016 Q4	$67K	Sell	338 -15	-4%	-$2.83K	0.06%	77
2016 Q3	$65K	Sell	353 -30	-8%	-$5.51K	0.06%	77
2016 Q2	$69K	Sell	383 -10	-3%	-$1.77K	0.07%	75
2016 Q1	$69K	Sell	393 -5	-1%	-$833	0.07%	75
2015 Q4	$69K	Sell	398 -10	-2%	-$1.75K	0.07%	76
2015 Q3	$66K	Hold	408	–	–	0.07%	75
2015 Q2	$72K	Hold	408	–	–	0.07%	77
2015 Q1	$72K	Sell	408 -18	-4%	-$3.2K	0.07%	79
2014 Q4	$76K	Buy	+426	New	+$73.8K	0.08%	79

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 $4.24B AUM 23.1% 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

Butensky & Cohen Financial Security's DIA Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2017, closing a stake of 293 shares — an estimated $62K sold.

Butensky & Cohen Financial Security first reported a position in DIA in Q4 2014 and held it in 11 quarters. The position peaked at $76K in Q4 2014. 481 funds tracked by Wall St. Rank hold DIA as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 293 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2017, an estimated $62K.
Butensky & Cohen Financial Security first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 11 quarters.
Butensky & Cohen Financial Security's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $76K in Q4 2014.
481 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.