Gallacher Capital Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Gallacher Capital Management’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
2023 Q4	–	Sell	-16,063	Closed	-$270K	–	269
2023 Q3	$270K	Buy	16,063 +13	+0.1%	+$225	0.17%	165
2023 Q2	$283K	Buy	16,050 +13	+0.1%	+$230	0.16%	181
2023 Q1	$287K	Buy	16,037 +7	+0%	+$124	0.17%	170
2022 Q4	$277K	Buy	+16,030	New	+$275K	0.17%	152

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $279M AUM 19.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gallacher Capital Management's DIAL Position: Q4 2023 in Review

Gallacher Capital Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2023, closing a stake of 16,063 shares — an estimated $270K sold.

Gallacher Capital Management first reported a position in DIAL in Q4 2022 and held it in 4 quarters. The position peaked at $287K in Q1 2023. 65 funds tracked by Wall St. Rank hold DIAL as of Q4 2023.

Gallacher Capital Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2023 after selling out during the quarter.
Gallacher Capital Management sold 16,063 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2023, an estimated $270K.
Gallacher Capital Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2022 and held it in 4 quarters.
Gallacher Capital Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $287K in Q1 2023.
65 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2023.

Based on Gallacher Capital Management's 13F filing for Q4 2023, filed 6 Feb 2024.