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Searle & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Searle & 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
2015
Q3 		– Sell
-350
Closed -$61K – 141
2015
Q2 		$61K Hold
350
– – 0.05% 158
2015
Q1 		$62K Hold
350
– – 0.05% 158
2014
Q4 		$62K Buy
+350
New +$60.6K 0.05% 183

Other funds holding DIA

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Searle & Co's DIA Position: Q3 2015 in Review

Searle & Co sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2015, closing a stake of 350 shares — an estimated $61K sold.

Searle & Co first reported a position in DIA in Q4 2014 and held it in 3 quarters. The position peaked at $62K in Q1 2015. 355 funds tracked by Wall St. Rank hold DIA as of Q3 2015.

  • Searle & Co reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 350 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2015, an estimated $61K.
  • Searle & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 3 quarters.
  • Searle & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $62K in Q1 2015.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.