Midwest Professional Planners Ltd (MPPL)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2019 Q1	–	Sell	-1,642	Closed	-$383K	–	90
2018 Q4	$383K	Buy	1,642 +173	+12%	+$43.2K	0.41%	55
2018 Q3	$388K	Buy	1,469 +1,172	+395%	+$300K	0.36%	60
2018 Q2	$72K	Sell	297 -846	-74%	-$208K	0.06%	130
2018 Q1	$276K	Sell	1,143 -9,604	-89%	-$2.41M	0.25%	75
2017 Q4	$2.66M	Buy	+10,747	New	+$2.55M	2.43%	11

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s DIA Position: Q1 2019 in Review

Midwest Professional Planners Ltd (MPPL) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2019, closing a stake of 1,642 shares — an estimated $383K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in DIA in Q4 2017 and held it in 5 quarters. The position peaked at $2.66M in Q4 2017. 664 funds tracked by Wall St. Rank hold DIA as of Q1 2019.

Midwest Professional Planners Ltd (MPPL) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2019 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 1,642 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2019, an estimated $383K.
Midwest Professional Planners Ltd (MPPL) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 5 quarters.
Midwest Professional Planners Ltd (MPPL)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.66M in Q4 2017.
664 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2019.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2019, filed 8 May 2019.