Carroll Financial Associates’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Carroll Financial Associates’s Portfolio DIAL Stock Details DIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-579	Closed	-$11K	–	1548
2020 Q1	$11K	Sell	579 -818	-59%	-$16.8K	﹤0.01%	908
2019 Q4	$29K	Buy	1,397 +606	+77%	+$12.6K	﹤0.01%	786
2019 Q3	$16K	Buy	+791	New	+$16.3K	﹤0.01%	880

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWPC

Legacy Wealth Partners (California) Calabasas, California $180M AUM 48.85% 1-Year Est. Return

Carroll Financial Associates's DIAL Position: Q2 2020 in Review

Carroll Financial Associates sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2020, closing a stake of 579 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in DIAL in Q3 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 44 funds tracked by Wall St. Rank hold DIAL as of Q2 2020.

Carroll Financial Associates reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2020 after selling out during the quarter.
Carroll Financial Associates sold 579 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2020, an estimated $11K.
Carroll Financial Associates first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and held it in 3 quarters.
Carroll Financial Associates's Columbia Diversified Fixed Income Allocation ETF position peaked at $29K in Q4 2019.
44 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.