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

Copperwynd Financial’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 Q3	–	Sell	-12,641	Closed	-$3.36M	–	107
2019 Q2	$3.36M	Buy	+12,641	New	+$3.3M	1.93%	16
2018 Q4	–	Sell	-12,757	Closed	-$3.37M	–	95
2018 Q3	$3.37M	Buy	+12,757	New	+$3.27M	2.04%	16
2018 Q2	–	Sell	-10,639	Closed	-$2.57M	–	92
2018 Q1	$2.57M	Sell	10,639 -5,521	-34%	-$1.39M	1.76%	14
2017 Q4	$4M	Buy	+16,160	New	+$3.83M	2.92%	13

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Copperwynd Financial's DIA Position: Q3 2019 in Review

Copperwynd Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2019, closing a stake of 12,641 shares — an estimated $3.36M sold.

Copperwynd Financial first reported a position in DIA in Q4 2017 and held it in 4 quarters. The position peaked at $4M in Q4 2017. 664 funds tracked by Wall St. Rank hold DIA as of Q3 2019.

Copperwynd Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2019 after selling out during the quarter.
Copperwynd Financial sold 12,641 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2019, an estimated $3.36M.
Copperwynd Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 4 quarters.
Copperwynd Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4M in Q4 2017.
664 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2019.

Based on Copperwynd Financial's 13F filing for Q3 2019, filed 12 Nov 2019.