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

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-5,727
Closed -$1.63M – 108
2019
Q4 		$1.63M Buy
5,727
+24
+0.4% +$6.61K 0.11% 90
2019
Q3 		$1.53M Buy
5,703
+30
+0.5% +$8.01K 0.11% 81
2019
Q2 		$1.51M Buy
5,673
+126
+2% +$32.9K 0.12% 77
2019
Q1 		$1.44M Buy
5,547
+31
+0.6% +$7.8K 0.12% 75
2018
Q4 		$1.29M Buy
5,516
+26
+0.5% +$6.49K 0.12% 78
2018
Q3 		$1.45M Buy
5,490
+22
+0.4% +$5.63K 0.14% 68
2018
Q2 		$1.33M Buy
5,468
+2,795
+105% +$686K 0.14% 73
2018
Q1 		$645K Sell
2,673
-986
-27% -$248K 0.07% 106
2017
Q4 		$905K Buy
3,659
+16
+0.4% +$3.79K 0.1% 85
2017
Q3 		$815K Sell
3,643
-309
-8% -$67.6K 0.09% 99
2017
Q2 		$843K Buy
3,952
+31
+0.8% +$6.5K 0.1% 93
2017
Q1 		$809K Buy
3,921
+19
+0.5% +$3.87K 0.1% 102
2016
Q4 		$771K Buy
3,902
+19
+0.5% +$3.58K 0.1% 89
2016
Q3 		$710K Buy
3,883
+20
+0.5% +$3.67K 0.12% 79
2016
Q2 		$691K Buy
3,863
+1,183
+44% +$210K 0.12% 79
2016
Q1 		$473K Buy
2,680
+450
+20% +$74.9K 0.08% 100
2015
Q4 		$388K Buy
2,230
+12
+0.5% +$2.1K 0.07% 104
2015
Q3 		$361K Buy
2,218
+115
+5% +$19.6K 0.07% 99
2015
Q2 		$370K Buy
2,103
+10
+0.5% +$1.8K 0.07% 100
2015
Q1 		$372K Buy
2,093
+12
+0.6% +$2.13K 0.08% 99
2014
Q4 		$370K Buy
2,081
+12
+0.6% +$2.08K 0.08% 99
2014
Q3 		$352K Buy
2,069
+10
+0.5% +$1.69K 0.08% 95
2014
Q2 		$346K Buy
2,059
+10
+0.5% +$1.66K 0.08% 97
2014
Q1 		$336K Buy
2,049
+12
+0.6% +$1.94K 0.08% 95
2013
Q4 		$337K Buy
2,037
+10
+0.5% +$1.57K 0.08% 100
2013
Q3 		$306K Buy
2,027
+12
+0.6% +$1.83K 0.08% 98
2013
Q2 		$299K Buy
+2,015
New +$301K 0.08% 98

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYCIO Wealth Partners's DIA Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 5,727 shares — an estimated $1.63M sold.

MYCIO Wealth Partners first reported a position in DIA in Q2 2013 and held it in 27 quarters. The position peaked at $1.63M in Q4 2019. 718 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 5,727 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $1.63M.
  • MYCIO Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.63M in Q4 2019.
  • 718 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.