Mosaic Family Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-25	Closed	-$6K	–	280
2019 Q1	$6K	Hold	25	–	–	﹤0.01%	542
2018 Q4	$6K	Hold	25	–	–	﹤0.01%	532
2018 Q3	$6K	Hold	25	–	–	﹤0.01%	543
2018 Q2	$6K	Hold	25	–	–	﹤0.01%	574
2018 Q1	$6K	Hold	25	–	–	﹤0.01%	567
2017 Q4	$6K	Hold	25	–	–	﹤0.01%	576
2017 Q3	$6K	Buy	+25	New	+$5.47K	﹤0.01%	653

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mosaic Family Wealth's DIA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2019, closing a stake of 25 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in DIA in Q3 2017 and held it in 7 quarters. The position peaked at $6K in Q1 2019. 657 funds tracked by Wall St. Rank hold DIA as of Q2 2019.

Mosaic Family Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2019, an estimated $6K.
Mosaic Family Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and held it in 7 quarters.
Mosaic Family Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6K in Q1 2019.
657 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.