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DeGreen Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

DeGreen Capital Management’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
2016
Q1 		– Sell
-77,931
Closed -$13.6M – 17
2015
Q4 		$13.6M Buy
+77,931
New +$13.6M 12.66% 2
2013
Q4 		$15.8M Buy
+96,029
New +$15.1M 12.99% 3

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DeGreen Capital Management's DIA Position: Q1 2016 in Review

DeGreen Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2016, closing a stake of 77,931 shares — an estimated $13.6M sold.

DeGreen Capital Management first reported a position in DIA in Q4 2013 and held it in 2 quarters. The position peaked at $15.8M in Q4 2013. 388 funds tracked by Wall St. Rank hold DIA as of Q1 2016.

  • DeGreen Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2016 after selling out during the quarter.
  • DeGreen Capital Management sold 77,931 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2016, an estimated $13.6M.
  • DeGreen Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and held it in 2 quarters.
  • DeGreen Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.8M in Q4 2013.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2016.

Based on DeGreen Capital Management's 13F filing for Q1 2016, filed 13 Apr 2018.