CFO4Life’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CFO4Life’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
2016 Q4	$486K	Buy	2,461 +38	+2%	+$7.17K	0.4%	42
2016 Q3	$443K	Buy	2,423 +4	+0.2%	+$734	0.38%	46
2016 Q2	$433K	Sell	2,419 -81	-3%	-$14.4K	0.37%	48
2016 Q1	$442K	Sell	2,500 -316	-11%	-$52.6K	0.4%	45
2015 Q4	$490K	Buy	2,816 +25	+0.9%	+$4.37K	0.47%	37
2015 Q3	$454K	Buy	2,791 +3	+0.1%	+$512	0.48%	37
2015 Q2	$490K	Buy	2,788 +106	+4%	+$19.1K	0.41%	42
2015 Q1	$476K	Buy	2,682 +240	+10%	+$42.7K	0.4%	48
2014 Q4	$434K	Buy	+2,442	New	+$423K	0.36%	44

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

CFO4Life's DIA Position: Q4 2016 in Review

CFO4Life increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q4 2016, buying an estimated $7.17K and bringing the position to 2,461 shares worth $486K. The position accounts for 0.4% of the portfolio, ranked #42.

CFO4Life first reported a position in DIA in Q4 2014 and has held it in 9 quarters since. The position peaked at $490K in Q4 2015. 445 funds tracked by Wall St. Rank hold DIA as of Q4 2016.

CFO4Life held 2,461 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $486K as of Q4 2016.
CFO4Life bought 38 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2016, an estimated $7.17K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.4% of CFO4Life's portfolio in Q4 2016, its #42 holding.
CFO4Life first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 9 quarters since.
CFO4Life's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $490K in Q4 2015.
445 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.