Cutter & Co Brokerage’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Cutter & Co Brokerage’s Portfolio DIAL Stock Details DIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-23,352	Closed	-$516K	–	304
2020 Q4	$516K	Buy	23,352 +172	+0.7%	+$3.74K	0.14%	141
2020 Q3	$499K	Buy	23,180 +3,474	+18%	+$75K	0.15%	128
2020 Q2	$416K	Buy	19,706 +1,435	+8%	+$29.7K	0.14%	131
2020 Q1	$363K	Buy	18,271 +1,773	+11%	+$36.5K	0.14%	133
2019 Q4	$343K	Buy	16,498 +5,811	+54%	+$121K	0.12%	154
2019 Q3	$222K	Buy	+10,687	New	+$221K	0.07%	251

Other funds holding DIAL

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

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

Cutter & Co Brokerage's DIAL Position: Q1 2021 in Review

Cutter & Co Brokerage sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2021, closing a stake of 23,352 shares — an estimated $516K sold.

Cutter & Co Brokerage first reported a position in DIAL in Q3 2019 and held it in 6 quarters. The position peaked at $516K in Q4 2020. 74 funds tracked by Wall St. Rank hold DIAL as of Q1 2021.

Cutter & Co Brokerage reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
Cutter & Co Brokerage sold 23,352 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2021, an estimated $516K.
Cutter & Co Brokerage first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and held it in 6 quarters.
Cutter & Co Brokerage's Columbia Diversified Fixed Income Allocation ETF position peaked at $516K in Q4 2020.
74 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2021.

Based on Cutter & Co Brokerage's 13F filing for Q1 2021, filed 11 May 2021.