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

Cornerstone Financial Partners’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
2017
Q4 		$1.26M Buy
+5,093
New +$1.21M 0.41% 51

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cornerstone Financial Partners's DIA Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2017: 5,093 shares worth $1.26M. The stake represents 0.41% of the portfolio and ranks #51 among its holdings.

577 funds tracked by Wall St. Rank hold DIA as of Q4 2017.

  • Cornerstone Financial Partners held 5,093 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.26M as of Q4 2017.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Cornerstone Financial Partners position in Q4 2017.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.41% of Cornerstone Financial Partners's portfolio in Q4 2017, its #51 holding.
  • 577 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.