McKinley Carter Wealth Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-253	Closed	-$61K	–	219
2018 Q1	$61K	Buy	+253	New	+$63.6K	0.02%	244

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

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

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

SMFG

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

MSU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

McKinley Carter Wealth Services's DIA Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 253 shares — an estimated $61K sold.

McKinley Carter Wealth Services first reported a position in DIA in Q1 2018 and held it in 1 quarter. The position peaked at $61K in Q1 2018. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

McKinley Carter Wealth Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 253 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $61K.
McKinley Carter Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 1 quarter.
McKinley Carter Wealth Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $61K in Q1 2018.
588 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.