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

Peachtree Investment 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
2015 Q3	–	Sell	-7,110	Closed	-$1.25M	–	140
2015 Q2	$1.25M	Buy	7,110 +31	+0.4%	+$5.58K	0.93%	30
2015 Q1	$1.26M	Sell	7,079 -36	-0.5%	-$6.41K	0.9%	30
2014 Q4	$1.27M	Buy	7,115 +39	+0.6%	+$6.76K	0.85%	26
2014 Q3	$1.2M	Buy	7,076 +106	+2%	+$17.9K	0.8%	28
2014 Q2	$1.17M	Buy	6,970 +477	+7%	+$79.1K	0.78%	29
2014 Q1	$1.07M	Buy	6,493 +38	+0.6%	+$6.14K	0.73%	34
2013 Q4	$1.07M	Buy	+6,455	New	+$1.01M	0.73%	32

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Peachtree Investment Advisors's DIA Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2015, closing a stake of 7,110 shares — an estimated $1.25M sold.

Peachtree Investment Advisors first reported a position in DIA in Q4 2013 and held it in 7 quarters. The position peaked at $1.27M in Q4 2014. 355 funds tracked by Wall St. Rank hold DIA as of Q3 2015.

Peachtree Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 7,110 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2015, an estimated $1.25M.
Peachtree Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.27M in Q4 2014.
355 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.