Sharkey, Howes & Javer’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sharkey, Howes & Javer’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 Q2	–	Sell	-418	Closed	-$74K	–	202
2015 Q1	$74K	Buy	+418	New	+$74.4K	0.05%	75

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sharkey, Howes & Javer's DIA Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2015, closing a stake of 418 shares — an estimated $74K sold.

Sharkey, Howes & Javer first reported a position in DIA in Q1 2015 and held it in 1 quarter. The position peaked at $74K in Q1 2015. 356 funds tracked by Wall St. Rank hold DIA as of Q2 2015.

Sharkey, Howes & Javer reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2015 after selling out during the quarter.
Sharkey, Howes & Javer sold 418 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2015, an estimated $74K.
Sharkey, Howes & Javer first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2015 and held it in 1 quarter.
Sharkey, Howes & Javer's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $74K in Q1 2015.
356 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.