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

Northwest Wealth Management’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	-15	Closed	-$4K	–	204
2019 Q1	$4K	Hold	15	–	–	﹤0.01%	423
2018 Q4	$3K	Hold	15	–	–	﹤0.01%	430
2018 Q3	$4K	Hold	15	–	–	﹤0.01%	436
2018 Q2	$4K	Hold	15	–	–	﹤0.01%	424
2018 Q1	$4K	Buy	+15	New	+$3.77K	﹤0.01%	435

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

Northwest Wealth Management's DIA Position: Q2 2019 in Review

Northwest Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2019, closing a stake of 15 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in DIA in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 657 funds tracked by Wall St. Rank hold DIA as of Q2 2019.

Northwest Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 15 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2019, an estimated $4K.
Northwest Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4K 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 Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.