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Richard C. Young & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Richard C. Young & Co’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
2014
Q1 		– Sell
-225,495
Closed -$37.3M – 62
2013
Q4 		$37.3M Sell
225,495
-16,532
-7% -$2.6M 8.09% 1
2013
Q3 		$36.5M Sell
242,027
-5,227
-2% -$798K 8.29% 2
2013
Q2 		$36.7M Buy
+247,254
New +$36.9M 9.13% 2

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richard C. Young & Co's DIA Position: Q1 2014 in Review

Richard C. Young & Co sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2014, closing a stake of 225,495 shares — an estimated $37.3M sold.

Richard C. Young & Co first reported a position in DIA in Q2 2013 and held it in 3 quarters. The position peaked at $37.3M in Q4 2013. 310 funds tracked by Wall St. Rank hold DIA as of Q1 2014.

  • Richard C. Young & Co reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2014 after selling out during the quarter.
  • Richard C. Young & Co sold 225,495 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2014, an estimated $37.3M.
  • Richard C. Young & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 3 quarters.
  • Richard C. Young & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $37.3M in Q4 2013.
  • 310 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2014.

Based on Richard C. Young & Co's 13F filing for Q1 2014, filed 12 May 2014.