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

Integrated Investment 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
2018 Q2	–	Sell	-94	Closed	-$23K	–	298
2018 Q1	$23K	Buy	+94	New	+$23.6K	0.01%	523
2017 Q3	$21K	Hold	95	–	–	0.01%	459
2017 Q2	$20K	Buy	95 +31	+48%	+$6.5K	0.01%	468
2017 Q1	$13K	Hold	64	–	–	0.01%	493
2016 Q4	$13K	Sell	64 -11	-15%	-$2.07K	0.01%	486
2016 Q3	$14K	Hold	75	–	–	0.01%	483
2016 Q2	$13K	Hold	75	–	–	0.01%	502
2016 Q1	$13K	Buy	+75	New	+$12.5K	0.01%	483

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Integrated Investment Consultants's DIA Position: Q2 2018 in Review

Integrated Investment Consultants sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 94 shares — an estimated $23K sold.

Integrated Investment Consultants first reported a position in DIA in Q1 2016 and held it in 8 quarters. The position peaked at $23K in Q1 2018. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

Integrated Investment Consultants reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 94 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $23K.
Integrated Investment Consultants first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $23K 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 Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.