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Mather Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Mather Group’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-65,778
Closed -$1.1M – 486
2022
Q3 		$1.1M Buy
+65,778
New +$1.18M 0.02% 182

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LOIP
Live Oak Investment Partners Austin, Texas $169M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group's DIAL Position: Q4 2022 in Review

Mather Group sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2022, closing a stake of 65,778 shares — an estimated $1.1M sold.

Mather Group first reported a position in DIAL in Q3 2022 and held it in 1 quarter. The position peaked at $1.1M in Q3 2022. 68 funds tracked by Wall St. Rank hold DIAL as of Q4 2022.

  • Mather Group reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Mather Group sold 65,778 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2022, an estimated $1.1M.
  • Mather Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Mather Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.1M in Q3 2022.
  • 68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2022.

Based on Mather Group's 13F filing for Q4 2022, filed 10 Mar 2023.