Leith Wheeler Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Leith Wheeler Investment 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
2020 Q1	–	Sell	-747	Closed	-$213K	–	44
2019 Q4	$213K	Hold	747	–	–	0.05%	38
2019 Q3	$201K	Buy	+747	New	+$199K	0.06%	30

Other funds holding DIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leith Wheeler Investment Counsel's DIA Position: Q1 2020 in Review

Leith Wheeler Investment Counsel sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 747 shares — an estimated $213K sold.

Leith Wheeler Investment Counsel first reported a position in DIA in Q3 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2019. 719 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

Leith Wheeler Investment Counsel reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 747 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $213K.
Leith Wheeler Investment Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and held it in 2 quarters.
Leith Wheeler Investment Counsel's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $213K in Q4 2019.
719 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2020, filed 14 Apr 2020.