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

Gupta Wealth Management’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
2016 Q1	$272K	Sell	1,542 -64	-4%	-$10.7K	0.06%	205
2015 Q4	$279K	Buy	1,606 +115	+8%	+$20.1K	0.07%	201
2015 Q3	$242K	Hold	1,491	–	–	0.06%	222
2015 Q2	$262K	Buy	1,491 +183	+14%	+$32.9K	0.06%	216
2015 Q1	$232K	Buy	+1,308	New	+$233K	0.07%	205

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's DIA Position: Q1 2016 in Review

Gupta Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4% in Q1 2016, selling an estimated $10.7K and leaving 1,542 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #205.

Gupta Wealth Management first reported a position in DIA in Q1 2015 and has held it in 5 quarters since. The position peaked at $279K in Q4 2015. 389 funds tracked by Wall St. Rank hold DIA as of Q1 2016.

Gupta Wealth Management held 1,542 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $272K as of Q1 2016.
Gupta Wealth Management sold 64 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2016, an estimated $10.7K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #205 holding.
Gupta Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $279K in Q4 2015.
389 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.