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

Planning Solutions 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 Q2	$383K	Sell	1,440 -60	-4%	-$15.7K	0.2%	87
2019 Q1	$389K	Hold	1,500	–	–	0.21%	89
2018 Q4	$350K	Buy	+1,500	New	+$374K	0.21%	84

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

Planning Solutions Group's DIA Position: Q2 2019 in Review

Planning Solutions Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4% in Q2 2019, selling an estimated $15.7K and leaving 1,440 shares worth $383K. The position accounts for 0.2% of the portfolio, ranked #87.

Planning Solutions Group first reported a position in DIA in Q4 2018 and has held it in 3 quarters since. The position peaked at $389K in Q1 2019. 657 funds tracked by Wall St. Rank hold DIA as of Q2 2019.

Planning Solutions Group held 1,440 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $383K as of Q2 2019.
Planning Solutions Group sold 60 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2019, an estimated $15.7K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.2% of Planning Solutions Group's portfolio in Q2 2019, its #87 holding.
Planning Solutions Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 3 quarters since.
Planning Solutions Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $389K 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 Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.