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Legacy Wealth Management (Tennessee)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-81
Closed -$16K – 22
2016
Q4 		$16K Buy
+81
New +$15.3K ﹤0.01% 39

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
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
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 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
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s DIA Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2017, closing a stake of 81 shares — an estimated $16K sold.

Legacy Wealth Management (Tennessee) first reported a position in DIA in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 479 funds tracked by Wall St. Rank hold DIA as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 81 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2017, an estimated $16K.
  • Legacy Wealth Management (Tennessee) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16K in Q4 2016.
  • 479 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.