SevenBridge Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-65	Closed	-$17K	–	241
2019 Q2	$17K	Hold	65	–	–	0.01%	396
2019 Q1	$17K	Hold	65	–	–	0.01%	355
2018 Q4	$15K	Hold	65	–	–	0.01%	327
2018 Q3	$17K	Hold	65	–	–	0.01%	357
2018 Q2	$16K	Hold	65	–	–	0.01%	370
2018 Q1	$16K	Hold	65	–	–	0.01%	380
2017 Q4	$16K	Hold	65	–	–	0.01%	396
2017 Q3	$15K	Hold	65	–	–	0.01%	403
2017 Q2	$14K	Hold	65	–	–	0.01%	418
2017 Q1	$13K	Hold	65	–	–	0.01%	406
2016 Q4	$12K	Hold	65	–	–	0.01%	417
2016 Q3	$12K	Hold	65	–	–	0.01%	412
2016 Q2	$12K	Buy	+65	New	+$11.5K	0.01%	488

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

SevenBridge Financial Group's DIA Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2019, closing a stake of 65 shares — an estimated $17K sold.

SevenBridge Financial Group first reported a position in DIA in Q2 2016 and held it in 13 quarters. The position peaked at $17K in Q2 2019. 663 funds tracked by Wall St. Rank hold DIA as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 65 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2019, an estimated $17K.
SevenBridge Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $17K in Q2 2019.
663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.