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Financial Gravity Companies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Financial Gravity Companies’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
-71
Closed -$19K – 1446
2017
Q4 		$19K Buy
+71
New +$16.8K 0.02% 486

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MB
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Companies's DIA Position: Q1 2018 in Review

Financial Gravity Companies sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2018, closing a stake of 71 shares — an estimated $19K sold.

Financial Gravity Companies first reported a position in DIA in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 601 funds tracked by Wall St. Rank hold DIA as of Q1 2018.

  • Financial Gravity Companies reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 71 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2018, an estimated $19K.
  • Financial Gravity Companies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $19K in Q4 2017.
  • 601 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.