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Flagship Harbor Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-6,216
Closed -$133K – 814
2020
Q3 		$133K Buy
6,216
+15
+0.2% +$324 0.02% 563
2020
Q2 		$130K Buy
6,201
+794
+15% +$16.4K 0.02% 572
2020
Q1 		$107K Buy
+5,407
New +$111K 0.02% 535

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Flagship Harbor Advisors's DIAL Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2020, closing a stake of 6,216 shares — an estimated $133K sold.

Flagship Harbor Advisors first reported a position in DIAL in Q1 2020 and held it in 3 quarters. The position peaked at $133K in Q3 2020. 67 funds tracked by Wall St. Rank hold DIAL as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 6,216 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2020, an estimated $133K.
  • Flagship Harbor Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $133K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.