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

CT Financial 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
2017 Q1	$13.8K	Hold	67	–	–	0.01%	401
2016 Q4	$13.2K	Hold	67	–	–	0.01%	397
2016 Q3	$12.2K	Hold	67	–	–	0.01%	406
2016 Q2	$12K	Hold	67	–	–	0.01%	410
2016 Q1	$11.8K	Hold	67	–	–	0.01%	430
2015 Q4	$11.7K	Hold	67	–	–	0.01%	438
2015 Q3	$10.9K	Hold	67	–	–	0.01%	452
2015 Q2	$11.8K	Hold	67	–	–	0.01%	451
2015 Q1	$11.9K	Hold	67	–	–	0.01%	444
2014 Q4	$11.9K	Buy	+67	New	+$11.6K	0.01%	365
2014 Q1	$11.9K	Buy	+67	New	+$10.8K	0.01%	444

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

MSU

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

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

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CT Financial Advisors's DIA Position: Q1 2017 in Review

CT Financial Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2017 at 67 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #401.

CT Financial Advisors first reported a position in DIA in Q1 2014 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold DIA as of Q1 2017.

CT Financial Advisors held 67 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13.8K as of Q1 2017.
CT Financial Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2017.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #401 holding.
CT Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2014 and has held it in 11 quarters since.
479 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.