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

Hedeker Wealth’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
Q3 		– Sell
-2,884
Closed -$516K – 175
2016
Q2 		$516K Buy
+2,884
New +$512K 0.45% 81

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Hedeker Wealth's DIA Position: Q3 2016 in Review

Hedeker Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2016, closing a stake of 2,884 shares — an estimated $516K sold.

Hedeker Wealth first reported a position in DIA in Q2 2016 and held it in 1 quarter. The position peaked at $516K in Q2 2016. 384 funds tracked by Wall St. Rank hold DIA as of Q3 2016.

  • Hedeker Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2016 after selling out during the quarter.
  • Hedeker Wealth sold 2,884 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2016, an estimated $516K.
  • Hedeker Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and held it in 1 quarter.
  • Hedeker Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $516K in Q2 2016.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2016.

Based on Hedeker Wealth's 13F filing for Q3 2016, filed 18 Oct 2016.