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

Sequoia Wealth Management’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	-758	Closed	-$200K	–	63
2018 Q3	$200K	Buy	+758	New	+$194K	0.17%	59
2018 Q2	–	Sell	-981	Closed	-$237K	–	55
2018 Q1	$237K	Hold	981	–	–	0.23%	50
2017 Q4	$247K	Buy	+981	New	+$232K	0.22%	48

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

Sequoia Wealth Management's DIA Position: Q4 2018 in Review

Sequoia Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2018, closing a stake of 758 shares — an estimated $200K sold.

Sequoia Wealth Management first reported a position in DIA in Q4 2017 and held it in 3 quarters. The position peaked at $247K in Q4 2017. 631 funds tracked by Wall St. Rank hold DIA as of Q4 2018.

Sequoia Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2018 after selling out during the quarter.
Sequoia Wealth Management sold 758 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2018, an estimated $200K.
Sequoia Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 3 quarters.
Sequoia Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $247K in Q4 2017.
631 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2018.

Based on Sequoia Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.