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

KCS Wealth Advisory’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
Q4 		– Sell
-178
Closed -$47.9K – 202
2019
Q3 		$47.9K Buy
+178
New +$47.5K 0.03% 246

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 $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

KCS Wealth Advisory's DIA Position: Q4 2019 in Review

KCS Wealth Advisory sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2019, closing a stake of 178 shares — an estimated $47.9K sold.

KCS Wealth Advisory first reported a position in DIA in Q3 2019 and held it in 1 quarter. The position peaked at $47.9K in Q3 2019. 755 funds tracked by Wall St. Rank hold DIA as of Q4 2019.

  • KCS Wealth Advisory reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 178 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2019, an estimated $47.9K.
  • KCS Wealth Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $47.9K in Q3 2019.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.