NFG
DIA icon

NewFocus Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

NewFocus Financial 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
2019
Q1 		– Sell
-969
Closed -$226K – 86
2018
Q4 		$226K Buy
+969
New +$242K 0.13% 81

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewFocus Financial Group's DIA Position: Q1 2019 in Review

NewFocus Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2019, closing a stake of 969 shares — an estimated $226K sold.

NewFocus Financial Group first reported a position in DIA in Q4 2018 and held it in 1 quarter. The position peaked at $226K in Q4 2018. 664 funds tracked by Wall St. Rank hold DIA as of Q1 2019.

  • NewFocus Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2019 after selling out during the quarter.
  • NewFocus Financial Group sold 969 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2019, an estimated $226K.
  • NewFocus Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 1 quarter.
  • NewFocus Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $226K in Q4 2018.
  • 664 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2019.

Based on NewFocus Financial Group's 13F filing for Q1 2019, filed 26 Apr 2019.