Cue Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cue Advisory Services’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
2018 Q4	–	Sell	-3,149	Closed	-$833K	–	31
2018 Q3	$833K	Sell	3,149 -880	-22%	-$225K	0.5%	70
2018 Q2	$978K	Sell	4,029 -500	-11%	-$123K	0.6%	59
2018 Q1	$1.09M	Buy	4,529 +1,300	+40%	+$327K	0.72%	48
2017 Q4	$799K	Hold	3,229	–	–	0.53%	71
2017 Q3	$723K	Sell	3,229 -100	-3%	-$21.9K	0.5%	76
2017 Q2	$710K	Hold	3,329	–	–	0.51%	73
2017 Q1	$687K	Hold	3,329	–	–	0.52%	68
2016 Q4	$658K	Sell	3,329 -1,221	-27%	-$230K	0.53%	70
2016 Q3	$832K	Buy	4,550 +150	+3%	+$27.5K	0.7%	55
2016 Q2	$788K	Hold	4,400	–	–	0.68%	58
2016 Q1	$777K	Sell	4,400 -1,200	-21%	-$200K	0.68%	60
2015 Q4	$974K	Buy	+5,600	New	+$978K	0.87%	43
2015 Q3	–	Sell	-2,174	Closed	-$382K	–	149
2015 Q2	$382K	Buy	2,174 +100	+5%	+$18K	0.36%	101
2015 Q1	$370K	Buy	2,074 +100	+5%	+$17.8K	0.37%	99
2014 Q4	$351K	Buy	+1,974	New	+$342K	0.37%	103

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cue Advisory Services's DIA Position: Q4 2018 in Review

Cue Advisory Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2018, closing a stake of 3,149 shares — an estimated $833K sold.

Cue Advisory Services first reported a position in DIA in Q4 2014 and held it in 15 quarters. The position peaked at $1.09M in Q1 2018. 631 funds tracked by Wall St. Rank hold DIA as of Q4 2018.

Cue Advisory Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 3,149 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2018, an estimated $833K.
Cue Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 15 quarters.
Cue Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.09M in Q1 2018.
631 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.