EFS
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Essex Financial Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Essex Financial Services’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
2022
Q3 		– Sell
-10,174
Closed -$180K – 463
2022
Q2 		$180K Sell
10,174
-5
-0% -$91 0.02% 463
2022
Q1 		$198K Buy
+10,179
New +$205K 0.02% 489

Other funds holding DIAL

Ameriprise
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Essex Financial Services's DIAL Position: Q3 2022 in Review

Essex Financial Services sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2022, closing a stake of 10,174 shares — an estimated $180K sold.

Essex Financial Services first reported a position in DIAL in Q1 2022 and held it in 2 quarters. The position peaked at $198K in Q1 2022. 68 funds tracked by Wall St. Rank hold DIAL as of Q3 2022.

  • Essex Financial Services reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Essex Financial Services sold 10,174 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2022, an estimated $180K.
  • Essex Financial Services first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and held it in 2 quarters.
  • Essex Financial Services's Columbia Diversified Fixed Income Allocation ETF position peaked at $198K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2022.

Based on Essex Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.