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

Patriot 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
2018 Q4	$660K	Hold	2,829	–	–	0.1%	70
2018 Q3	$748K	Hold	2,829	–	–	0.09%	70
2018 Q2	$687K	Hold	2,829	–	–	0.09%	68
2018 Q1	$683K	Hold	2,829	–	–	0.1%	73
2017 Q4	$700K	Buy	2,829 +300	+12%	+$71.1K	0.1%	75
2017 Q3	$566K	Hold	2,529	–	–	0.09%	71
2017 Q2	$539K	Buy	+2,529	New	+$531K	0.09%	73

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Patriot Wealth Management's DIA Position: Q4 2018 in Review

Patriot Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2018 at 2,829 shares worth $660K. The position accounts for 0.1% of the portfolio, ranked #70.

Patriot Wealth Management first reported a position in DIA in Q2 2017 and has held it in 7 quarters since. The position peaked at $748K in Q3 2018. 632 funds tracked by Wall St. Rank hold DIA as of Q4 2018.

Patriot Wealth Management held 2,829 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $660K as of Q4 2018.
Patriot Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2018.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Patriot Wealth Management's portfolio in Q4 2018, its #70 holding.
Patriot Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and has held it in 7 quarters since.
Patriot Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $748K in Q3 2018.
632 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.