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

Courage Miller 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 Q3	–	Sell	-1,546	Closed	-$330K	–	69
2017 Q2	$330K	Buy	+1,546	New	+$324K	0.22%	60
2017 Q1	–	Sell	-1,674	Closed	-$331K	–	61
2016 Q4	$331K	Buy	1,674 +50	+3%	+$9.43K	0.23%	57
2016 Q3	$297K	Hold	1,624	–	–	0.21%	58
2016 Q2	$291K	Sell	1,624 -13	-0.8%	-$2.31K	0.21%	59
2016 Q1	$289K	Hold	1,637	–	–	0.2%	58
2015 Q4	$285K	Buy	1,637 +13	+0.8%	+$2.27K	0.2%	62
2015 Q3	$264K	Hold	1,624	–	–	0.2%	57
2015 Q2	$286K	Hold	1,624	–	–	0.21%	54
2015 Q1	$288K	Hold	1,624	–	–	0.22%	54
2014 Q4	$289K	Sell	1,624 -45	-3%	-$7.8K	0.24%	51
2014 Q3	$284K	Buy	1,669 +123	+8%	+$20.8K	0.22%	51
2014 Q2	$260K	Sell	1,546 -20	-1%	-$3.32K	0.19%	57
2014 Q1	$257K	Hold	1,566	–	–	0.2%	53
2013 Q4	$259K	Hold	1,566	–	–	0.22%	49
2013 Q3	$236K	Hold	1,566	–	–	0.19%	49
2013 Q2	$233K	Buy	+1,566	New	+$234K	0.21%	44

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

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

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

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Courage Miller Partners's DIA Position: Q3 2017 in Review

Courage Miller Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2017, closing a stake of 1,546 shares — an estimated $330K sold.

Courage Miller Partners first reported a position in DIA in Q2 2013 and held it in 16 quarters. The position peaked at $331K in Q4 2016. 481 funds tracked by Wall St. Rank hold DIA as of Q3 2017.

Courage Miller Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2017 after selling out during the quarter.
Courage Miller Partners sold 1,546 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2017, an estimated $330K.
Courage Miller Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 16 quarters.
Courage Miller Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $331K in Q4 2016.
481 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2017.

Based on Courage Miller Partners's 13F filing for Q3 2017, filed 24 Oct 2017.