Polaris Wealth Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-25	Closed	-$7K	–	220
2018 Q3	$7K	Buy	+25	New	+$6.4K	﹤0.01%	425
2018 Q2	–	Sell	-25	Closed	-$6K	–	299
2018 Q1	$6K	Buy	+25	New	+$6.28K	﹤0.01%	392

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Polaris Wealth Advisory Group's DIA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2018, closing a stake of 25 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in DIA in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 631 funds tracked by Wall St. Rank hold DIA as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2018, an estimated $7K.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7K in Q3 2018.
631 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.