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IFC Holdings’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

IFC Holdings’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
Q1 		– Sell
-1,043
Closed -$258K – 80
2017
Q4 		$258K Buy
+1,043
New +$247K 0.02% 423
2016
Q2 		– Sell
-2,571
Closed -$458K – 396
2016
Q1 		$458K Sell
2,571
-199
-7% -$33.1K 0.06% 219
2015
Q4 		$483K Buy
2,770
+300
+12% +$52.4K 0.06% 207
2015
Q3 		$403K Buy
2,470
+335
+16% +$57.2K 0.06% 211
2015
Q2 		$382K Sell
2,135
-65
-3% -$11.7K 0.06% 242
2015
Q1 		$390K Buy
2,200
+382
+21% +$68K 0.06% 231
2014
Q4 		$327K Sell
1,818
-639
-26% -$111K 0.05% 255
2014
Q3 		$417K Buy
2,457
+749
+44% +$127K 0.08% 206
2014
Q2 		$287K Sell
1,708
-1,155
-40% -$191K 0.05% 267
2014
Q1 		$465K Sell
2,863
-2,708
-49% -$437K 0.1% 174
2013
Q4 		$917K Buy
5,571
+33
+0.6% +$5.19K 0.19% 118
2013
Q3 		$842K Buy
5,538
+760
+16% +$116K 0.18% 133
2013
Q2 		$712K Buy
+4,778
New +$714K 0.17% 149

Other funds holding DIA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFC Holdings's DIA Position: Q1 2018 in Review

IFC Holdings sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2018, closing a stake of 1,043 shares — an estimated $258K sold.

IFC Holdings first reported a position in DIA in Q2 2013 and held it in 13 quarters. The position peaked at $917K in Q4 2013. 601 funds tracked by Wall St. Rank hold DIA as of Q1 2018.

  • IFC Holdings reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 1,043 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2018, an estimated $258K.
  • IFC Holdings first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 13 quarters.
  • IFC Holdings's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $917K in Q4 2013.
  • 601 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.