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

Integrated Wealth Counsel’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
2016
Q4 		$40K Hold
200
– – 0.09% 81
2016
Q3 		$37K Buy
+200
New +$36.7K 0.08% 79

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Integrated Wealth Counsel's DIA Position: Q4 2016 in Review

Integrated Wealth Counsel held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2016 at 200 shares worth $40K. The position accounts for 0.09% of the portfolio, ranked #81.

Integrated Wealth Counsel first reported a position in DIA in Q3 2016 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold DIA as of Q4 2016.

  • Integrated Wealth Counsel held 200 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $40K as of Q4 2016.
  • Integrated Wealth Counsel left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2016.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Integrated Wealth Counsel's portfolio in Q4 2016, its #81 holding.
  • Integrated Wealth Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2016 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.