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

Cabot Wealth 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
2013
Q3 		– Sell
-7,657
Closed -$1.14M – 155
2013
Q2 		$1.14M Buy
+7,657
New +$1.14M 0.39% 95

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

Cabot Wealth Management's DIA Position: Q3 2013 in Review

Cabot Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2013, closing a stake of 7,657 shares — an estimated $1.14M sold.

Cabot Wealth Management first reported a position in DIA in Q2 2013 and held it in 1 quarter. The position peaked at $1.14M in Q2 2013. 267 funds tracked by Wall St. Rank hold DIA as of Q3 2013.

  • Cabot Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 7,657 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2013, an estimated $1.14M.
  • Cabot Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.14M in Q2 2013.
  • 267 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.