HH
DIAL icon

Hilltop Holdings’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Hilltop Holdings’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
Q3 		– Sell
-10,882
Closed -$230K – 426
2020
Q2 		$230K Sell
10,882
-23,988
-69% -$496K 0.04% 342
2020
Q1 		$693K Buy
+34,870
New +$718K 0.17% 131

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWPC
Legacy Wealth Partners (California) Calabasas, California $180M AUM 48.85% 1-Year Est. Return

Hilltop Holdings's DIAL Position: Q3 2020 in Review

Hilltop Holdings sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2020, closing a stake of 10,882 shares — an estimated $230K sold.

Hilltop Holdings first reported a position in DIAL in Q1 2020 and held it in 2 quarters. The position peaked at $693K in Q1 2020. 47 funds tracked by Wall St. Rank hold DIAL as of Q3 2020.

  • Hilltop Holdings reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Hilltop Holdings sold 10,882 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2020, an estimated $230K.
  • Hilltop Holdings first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2020 and held it in 2 quarters.
  • Hilltop Holdings's Columbia Diversified Fixed Income Allocation ETF position peaked at $693K in Q1 2020.
  • 47 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2020.

Based on Hilltop Holdings's 13F filing for Q3 2020, filed 16 Nov 2020.