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Independent Portfolio Consultants’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Independent Portfolio Consultants’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
2015
Q1 		– Sell
-5,819
Closed -$1.03M – 1001
2014
Q4 		$1.03M Buy
+5,819
New +$1.01M 0.21% 155

Other funds holding DIA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Independent Portfolio Consultants's DIA Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2015, closing a stake of 5,819 shares — an estimated $1.03M sold.

Independent Portfolio Consultants first reported a position in DIA in Q4 2014 and held it in 1 quarter. The position peaked at $1.03M in Q4 2014. 364 funds tracked by Wall St. Rank hold DIA as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 5,819 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2015, an estimated $1.03M.
  • Independent Portfolio Consultants first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.03M in Q4 2014.
  • 364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.