Measured Wealth Private Client Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-273	Closed	-$71K	–	248
2018 Q3	$71K	Buy	+273	New	+$69.9K	0.04%	280

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

Measured Wealth Private Client Group's DIA Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2018, closing a stake of 273 shares — an estimated $71K sold.

Measured Wealth Private Client Group first reported a position in DIA in Q3 2018 and held it in 1 quarter. The position peaked at $71K in Q3 2018. 631 funds tracked by Wall St. Rank hold DIA as of Q4 2018.

Measured Wealth Private Client Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 273 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2018, an estimated $71K.
Measured Wealth Private Client Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $71K in Q3 2018.
631 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.