IP
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Intellectus Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-554
Closed -$144K – 234
2019
Q1 		$144K Buy
+554
New +$139K 0.06% 205
2018
Q4 		– Sell
-554
Closed -$147K – 315
2018
Q3 		$147K Hold
554
– – 0.05% 257
2018
Q2 		$135K Hold
554
– – 0.05% 256
2018
Q1 		$134K Hold
554
– – 0.05% 260
2017
Q4 		$137K Hold
554
– – 0.05% 252
2017
Q3 		$124K Buy
554
+60
+12% +$13.1K 0.05% 271
2017
Q2 		$106K Buy
+494
New +$104K 0.05% 266

Other funds holding DIA

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return