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

Catamount 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
2019 Q1	$13K	Hold	50	–	–	0.01%	132
2018 Q4	$13K	Sell	50 -18,729	-100%	-$4.67M	0.01%	126
2018 Q3	$4.96M	Sell	18,779 -243	-1%	-$62.2K	2.38%	15
2018 Q2	$4.82M	Sell	19,022 -450	-2%	-$110K	2.33%	14
2018 Q1	$4.7M	Sell	19,472 -119	-0.6%	-$29.9K	2.51%	13
2017 Q4	$4.85M	Sell	19,591 -445	-2%	-$105K	2.71%	12
2017 Q3	$4.48M	Sell	20,036 -695	-3%	-$152K	2.61%	11
2017 Q2	$4.42M	Sell	20,731 -849	-4%	-$178K	2.69%	11
2017 Q1	$4.45M	Sell	21,580 -1,210	-5%	-$247K	3.05%	11
2016 Q4	$4.5M	Buy	22,790 +21,690	+1,972%	+$4.09M	3.65%	10
2016 Q3	$201K	Sell	1,100 -200	-15%	-$36.7K	0.17%	36
2016 Q2	$233K	Buy	1,300 +900	+225%	+$160K	0.27%	26
2016 Q1	$71K	Hold	400	–	–	0.08%	41
2015 Q4	$70K	Hold	400	–	–	0.06%	42
2015 Q3	$65K	Hold	400	–	–	0.07%	41
2015 Q2	$70K	Sell	400 -300	-43%	-$54K	0.05%	55
2015 Q1	$124K	Hold	700	–	–	0.1%	36
2014 Q4	$125K	Buy	+700	New	+$121K	0.12%	33

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Catamount Wealth Management's DIA Position: Q1 2019 in Review

Catamount Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2019 at 50 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #132.

Catamount Wealth Management first reported a position in DIA in Q4 2014 and has held it in 18 quarters since. The position peaked at $4.96M in Q3 2018. 663 funds tracked by Wall St. Rank hold DIA as of Q1 2019.

Catamount Wealth Management held 50 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13K as of Q1 2019.
Catamount Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2019.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #132 holding.
Catamount Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.96M in Q3 2018.
663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.