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Private Trust Company’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Private Trust Company’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,500
Closed -$44K – 2068
2022
Q2 		$44K Buy
+2,500
New +$45.7K 0.01% 976

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OIA
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AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Private Trust Company's DIAL Position: Q3 2022 in Review

Private Trust Company sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2022, closing a stake of 2,500 shares — an estimated $44K sold.

Private Trust Company first reported a position in DIAL in Q2 2022 and held it in 1 quarter. The position peaked at $44K in Q2 2022. 68 funds tracked by Wall St. Rank hold DIAL as of Q3 2022.

  • Private Trust Company reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Private Trust Company sold 2,500 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2022, an estimated $44K.
  • Private Trust Company first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Private Trust Company's Columbia Diversified Fixed Income Allocation ETF position peaked at $44K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2022.

Based on Private Trust Company's 13F filing for Q3 2022, filed 17 Oct 2022.