Mariner Wealth Advisors (Cincinnati)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$576K	Buy	2,180 +506	+30%	+$130K	0.03%	180
2018 Q2	$406K	Buy	1,674 +42	+3%	+$10.3K	0.02%	214
2018 Q1	$394K	Sell	1,632 -398	-20%	-$100K	0.02%	214
2017 Q4	$502K	Sell	2,030 -186	-8%	-$44.1K	0.03%	181
2017 Q3	$496K	Buy	2,216 +90	+4%	+$19.7K	0.03%	171
2017 Q2	$453K	Buy	2,126 +248	+13%	+$52K	0.03%	177
2017 Q1	$387K	Buy	1,878 +398	+27%	+$81.2K	0.03%	194
2016 Q4	$292K	Sell	1,480 -5	-0.3%	-$943	0.02%	206
2016 Q3	$271K	Buy	1,485 +5	+0.3%	+$918	0.02%	219
2016 Q2	$265K	Hold	1,480	–	–	0.02%	221
2016 Q1	$261K	Hold	1,480	–	–	0.03%	207
2015 Q4	$258K	Buy	+1,480	New	+$259K	0.03%	206

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s DIA Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 30% in Q3 2018, buying an estimated $130K and bringing the position to 2,180 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #180.

Mariner Wealth Advisors (Cincinnati) first reported a position in DIA in Q4 2015 and has held it in 12 quarters since. 608 funds tracked by Wall St. Rank hold DIA as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,180 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $576K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 506 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2018, an estimated $130K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #180 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 12 quarters since.
608 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.