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

Shepherd Financial Partners’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
-942
Closed -$229K – 128
2018
Q3 		$229K Hold
942
– – 0.05% 116
2018
Q2 		$229K Buy
+942
New +$231K 0.05% 117

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Shepherd Financial Partners's DIA Position: Q4 2018 in Review

Shepherd Financial Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2018, closing a stake of 942 shares — an estimated $229K sold.

Shepherd Financial Partners first reported a position in DIA in Q2 2018 and held it in 2 quarters. The position peaked at $229K in Q3 2018. 631 funds tracked by Wall St. Rank hold DIA as of Q4 2018.

  • Shepherd Financial Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2018 after selling out during the quarter.
  • Shepherd Financial Partners sold 942 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2018, an estimated $229K.
  • Shepherd Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 and held it in 2 quarters.
  • Shepherd Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $229K in Q3 2018.
  • 631 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2018.

Based on Shepherd Financial Partners's 13F filing for Q4 2018, filed 7 Feb 2019.