Cedar Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cedar Capital’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
2020 Q1	–	Sell	-712	Closed	-$203K	–	164
2019 Q4	$203K	Buy	+712	New	+$196K	0.09%	175
2019 Q1	–	Sell	-1,181	Closed	-$275K	–	159
2018 Q4	$275K	Sell	1,181 -39	-3%	-$9.73K	0.14%	133
2018 Q3	$323K	Sell	1,220 -560	-31%	-$143K	0.13%	143
2018 Q2	$432K	Sell	1,780 -7,844	-82%	-$1.93M	0.19%	106
2018 Q1	$2.32M	Buy	9,624 +284	+3%	+$71.3K	1.08%	12
2017 Q4	$2.31M	Buy	9,340 +24	+0.3%	+$5.68K	1.11%	14
2017 Q3	$2.08M	Buy	9,316 +143	+2%	+$31.3K	0.98%	21
2017 Q2	$1.96M	Sell	9,173 -484	-5%	-$102K	0.86%	25
2017 Q1	$1.99M	Buy	9,657 +2,691	+39%	+$549K	0.83%	25
2016 Q4	$1.38M	Buy	+6,966	New	+$1.31M	0.55%	26

Other funds holding DIA

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Cedar Capital's DIA Position: Q1 2020 in Review

Cedar Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 712 shares — an estimated $203K sold.

Cedar Capital first reported a position in DIA in Q4 2016 and held it in 10 quarters. The position peaked at $2.32M in Q1 2018. 718 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

Cedar Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
Cedar Capital sold 712 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $203K.
Cedar Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 10 quarters.
Cedar Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.32M in Q1 2018.
718 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on Cedar Capital's 13F filing for Q1 2020, filed 23 Apr 2020.