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Shine Investment Advisory Services’s Dow Inc DOW Stock Holding History

Shine Investment Advisory Services’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$15K Hold
324
– – 0.01% 486
2020
Q2 		$13K Hold
324
– – ﹤0.01% 515
2020
Q1 		$9K Hold
324
– – ﹤0.01% 527
2019
Q4 		$18K Sell
324
-1,682
-84% -$86.9K 0.01% 486
2019
Q3 		$96K Buy
2,006
+25
+1% +$1.17K 0.05% 189
2019
Q2 		$98K Buy
+1,981
New +$105K 0.05% 184

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shine Investment Advisory Services's DOW Position: Q3 2020 in Review

Shine Investment Advisory Services held its Dow Inc (DOW) position steady in Q3 2020 at 324 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #486.

Shine Investment Advisory Services first reported a position in DOW in Q2 2019 and has held it in 6 quarters since. The position peaked at $98K in Q2 2019. 1,147 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • Shine Investment Advisory Services held 324 shares of Dow Inc worth $15K as of Q3 2020.
  • Shine Investment Advisory Services left its Dow Inc share count unchanged in Q3 2020.
  • Dow Inc made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #486 holding.
  • Shine Investment Advisory Services first reported a position in Dow Inc in Q2 2019 and has held it in 6 quarters since.
  • Shine Investment Advisory Services's Dow Inc position peaked at $98K in Q2 2019.
  • 1,147 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.