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Cribstone Capital Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Cribstone Capital Management’s Portfolio DJD Stock Details DJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$3K – 326
2020
Q3 		$3K Buy
+100
New +$3.48K ﹤0.01% 248

Other funds holding DJD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cribstone Capital Management's DJD Position: Q4 2020 in Review

Cribstone Capital Management sold out of Invesco Dow Jones Industrial Average Dividend ETF (DJD) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Cribstone Capital Management first reported a position in DJD in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 26 funds tracked by Wall St. Rank hold DJD as of Q4 2020.

  • Cribstone Capital Management reported no remaining Invesco Dow Jones Industrial Average Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Cribstone Capital Management sold 100 Invesco Dow Jones Industrial Average Dividend ETF shares in Q4 2020, an estimated $3K.
  • Cribstone Capital Management first reported a position in Invesco Dow Jones Industrial Average Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Cribstone Capital Management's Invesco Dow Jones Industrial Average Dividend ETF position peaked at $3K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held Invesco Dow Jones Industrial Average Dividend ETF as of Q4 2020.

Based on Cribstone Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.