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

Clearwater Capital Advisors’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
2018
Q2 		– Sell
-129
Closed -$31K – 264
2018
Q1 		$31K Buy
+129
New +$32.4K 0.01% 342

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearwater Capital Advisors's DIA Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 129 shares — an estimated $31K sold.

Clearwater Capital Advisors first reported a position in DIA in Q1 2018 and held it in 1 quarter. The position peaked at $31K in Q1 2018. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 129 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $31K.
  • Clearwater Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $31K in Q1 2018.
  • 588 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.