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

Paradigm Financial Advisors’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
Q3 		– Sell
-964
Closed -$256K – 130
2019
Q2 		$256K Sell
964
-59
-6% -$15.4K 0.09% 107
2019
Q1 		$265K Sell
1,023
-26
-2% -$6.54K 0.1% 97
2018
Q4 		$245K Sell
1,049
-87
-8% -$21.7K 0.11% 102
2018
Q3 		$300K Sell
1,136
-3
-0.3% -$768 0.12% 98
2018
Q2 		$276K Sell
1,139
-26
-2% -$6.38K 0.12% 94
2018
Q1 		$281K Hold
1,165
– – 0.12% 95
2017
Q4 		$288K Hold
1,165
– – 0.13% 86
2017
Q3 		$260K Hold
1,165
– – 0.13% 89
2017
Q2 		$248K Hold
1,165
– – 0.13% 91
2017
Q1 		$240K Sell
1,165
-400
-26% -$81.6K 0.12% 93
2016
Q4 		$309K Hold
1,565
– – 0.17% 80
2016
Q3 		$286K Hold
1,565
– – 0.17% 75
2016
Q2 		$280K Hold
1,565
– – 0.17% 72
2016
Q1 		$276K Hold
1,565
– – 0.11% 77
2015
Q4 		$272K Hold
1,565
– – 0.17% 75
2015
Q3 		$254K Hold
1,565
– – 0.17% 81
2015
Q2 		$275K Sell
1,565
-20
-1% -$3.6K 0.21% 78
2015
Q1 		$281K Sell
1,585
-125
-7% -$22.2K 0.22% 75
2014
Q4 		$304K Buy
1,710
+73
+4% +$12.6K 0.25% 72
2014
Q3 		$278K Sell
1,637
-585
-26% -$99.1K 0.24% 70
2014
Q2 		$373K Sell
2,222
-50
-2% -$8.29K 0.32% 60
2014
Q1 		$373K Buy
+2,272
New +$367K 0.34% 58

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Paradigm Financial Advisors's DIA Position: Q3 2019 in Review

Paradigm Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2019, closing a stake of 964 shares — an estimated $256K sold.

Paradigm Financial Advisors first reported a position in DIA in Q1 2014 and held it in 22 quarters. The position peaked at $373K in Q2 2014. 663 funds tracked by Wall St. Rank hold DIA as of Q3 2019.

  • Paradigm Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2019 after selling out during the quarter.
  • Paradigm Financial Advisors sold 964 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2019, an estimated $256K.
  • Paradigm Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2014 and held it in 22 quarters.
  • Paradigm Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $373K in Q2 2014.
  • 663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2019.

Based on Paradigm Financial Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.