New England Investment & Retirement Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

New England Investment & Retirement 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
2016 Q1	–	Sell	-20,660	Closed	-$3.6M	–	56
2015 Q4	$3.6M	Buy	20,660 +2,582	+14%	+$451K	1.9%	15
2015 Q3	$2.94M	Buy	+18,078	New	+$3.09M	1.4%	20

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

New England Investment & Retirement Group's DIA Position: Q1 2016 in Review

New England Investment & Retirement Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2016, closing a stake of 20,660 shares — an estimated $3.6M sold.

New England Investment & Retirement Group first reported a position in DIA in Q3 2015 and held it in 2 quarters. The position peaked at $3.6M in Q4 2015. 389 funds tracked by Wall St. Rank hold DIA as of Q1 2016.

New England Investment & Retirement Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2016 after selling out during the quarter.
New England Investment & Retirement Group sold 20,660 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2016, an estimated $3.6M.
New England Investment & Retirement Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2015 and held it in 2 quarters.
New England Investment & Retirement Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.6M in Q4 2015.
389 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2016.

Based on New England Investment & Retirement Group's 13F filing for Q1 2016, filed 14 Apr 2016.