Deroy & Devereaux Private Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 Q1	–	Sell	-1,000	Closed	-$247K	–	169
2017 Q4	$247K	Hold	1,000	–	–	0.03%	147
2017 Q3	$224K	Hold	1,000	–	–	0.03%	150
2017 Q2	$213K	Buy	+1,000	New	+$210K	0.02%	154

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 $6.2B AUM 35.46% 1-Year Est. Return

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's DIA Position: Q1 2018 in Review

Deroy & Devereaux Private Investment Counsel sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2018, closing a stake of 1,000 shares — an estimated $247K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in DIA in Q2 2017 and held it in 3 quarters. The position peaked at $247K in Q4 2017. 602 funds tracked by Wall St. Rank hold DIA as of Q1 2018.

Deroy & Devereaux Private Investment Counsel reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2018 after selling out during the quarter.
Deroy & Devereaux Private Investment Counsel sold 1,000 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2018, an estimated $247K.
Deroy & Devereaux Private Investment Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and held it in 3 quarters.
Deroy & Devereaux Private Investment Counsel's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $247K in Q4 2017.
602 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2018.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q1 2018, filed 27 Apr 2018.