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Holistic Financial Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-17
Closed -$4K – 115
2018
Q1 		$4K Hold
17
– – ﹤0.01% 385
2017
Q4 		$4K Buy
+17
New +$4.03K ﹤0.01% 390

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Holistic Financial Partners's DIA Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 17 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in DIA in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

  • Holistic Financial Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 17 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4K in Q1 2018.
  • 588 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.