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

Ropes Wealth 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
2019 Q4	–	Sell	-1,158	Closed	-$312K	–	538
2019 Q3	$312K	Hold	1,158	–	–	0.07%	176
2019 Q2	$308K	Hold	1,158	–	–	0.07%	188
2019 Q1	$300K	Hold	1,158	–	–	0.08%	186
2018 Q4	$270K	Hold	1,158	–	–	0.08%	183
2018 Q3	$306K	Hold	1,158	–	–	0.08%	185
2018 Q2	$281K	Hold	1,158	–	–	0.08%	197
2018 Q1	$280K	Hold	1,158	–	–	0.08%	191
2017 Q4	$286K	Hold	1,158	–	–	0.07%	187
2017 Q3	$259K	Hold	1,158	–	–	0.07%	195
2017 Q2	$247K	Hold	1,158	–	–	0.07%	200
2017 Q1	$239K	Hold	1,158	–	–	0.07%	202
2016 Q4	$229K	Hold	1,158	–	–	0.07%	189
2016 Q3	$212K	Hold	1,158	–	–	0.07%	191
2016 Q2	$207K	Buy	+1,158	New	+$206K	0.07%	182

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ropes Wealth Advisors's DIA Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2019, closing a stake of 1,158 shares — an estimated $312K sold.

Ropes Wealth Advisors first reported a position in DIA in Q2 2016 and held it in 14 quarters. The position peaked at $312K in Q3 2019. 755 funds tracked by Wall St. Rank hold DIA as of Q4 2019.

Ropes Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 1,158 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2019, an estimated $312K.
Ropes Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and held it in 14 quarters.
Ropes Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $312K in Q3 2019.
755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.