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Litman Gregory Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Litman Gregory Wealth Management’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
2014
Q2 		– Sell
-39,000
Closed -$6.41M – 20
2014
Q1 		$6.41M Buy
+39,000
New +$6.3M 7.71% 6
2013
Q3 		– Sell
-54,600
Closed -$8.11M – 12
2013
Q2 		$8.11M Buy
+54,600
New +$8.16M 9.05% 2

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Litman Gregory Wealth Management's DIA Position: Q2 2014 in Review

Litman Gregory Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2014, closing a stake of 39,000 shares — an estimated $6.41M sold.

Litman Gregory Wealth Management first reported a position in DIA in Q2 2013 and held it in 2 quarters. The position peaked at $8.11M in Q2 2013. 311 funds tracked by Wall St. Rank hold DIA as of Q2 2014.

  • Litman Gregory Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2014 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 39,000 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2014, an estimated $6.41M.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 2 quarters.
  • Litman Gregory Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.11M in Q2 2013.
  • 311 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2014.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.