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Genesis Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		– Sell
-450
Closed -$79.5K – 506
2015
Q1 		$79.5K Hold
450
– – 0.07% 149
2014
Q4 		$81.9K Buy
+450
New +$78K 0.07% 160

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Genesis Wealth Advisors's DIA Position: Q2 2015 in Review

Genesis Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2015, closing a stake of 450 shares — an estimated $79.5K sold.

Genesis Wealth Advisors first reported a position in DIA in Q4 2014 and held it in 2 quarters. The position peaked at $81.9K in Q4 2014. 355 funds tracked by Wall St. Rank hold DIA as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 450 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2015, an estimated $79.5K.
  • Genesis Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $81.9K in Q4 2014.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.