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IFG Advisory’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

IFG Advisory’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
Q1 		– Sell
-14,390
Closed -$299K – 375
2019
Q4 		$299K Buy
+14,390
New +$299K 0.05% 310

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LWPC
Legacy Wealth Partners (California) Calabasas, California $180M AUM 48.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFG Advisory's DIAL Position: Q1 2020 in Review

IFG Advisory sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2020, closing a stake of 14,390 shares — an estimated $299K sold.

IFG Advisory first reported a position in DIAL in Q4 2019 and held it in 1 quarter. The position peaked at $299K in Q4 2019. 36 funds tracked by Wall St. Rank hold DIAL as of Q1 2020.

  • IFG Advisory reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • IFG Advisory sold 14,390 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2020, an estimated $299K.
  • IFG Advisory first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2019 and held it in 1 quarter.
  • IFG Advisory's Columbia Diversified Fixed Income Allocation ETF position peaked at $299K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2020.

Based on IFG Advisory's 13F filing for Q1 2020, filed 11 May 2020.