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

Signature Wealth Management 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
2018 Q3	–	Sell	-155	Closed	-$38K	–	330
2018 Q2	$38K	Hold	155	–	–	0.03%	117
2018 Q1	$37K	Hold	155	–	–	0.03%	114
2017 Q4	$38K	Buy	+155	New	+$36.7K	0.03%	112

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Signature Wealth Management Group's DIA Position: Q3 2018 in Review

Signature Wealth Management Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2018, closing a stake of 155 shares — an estimated $38K sold.

Signature Wealth Management Group first reported a position in DIA in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q2 2018. 608 funds tracked by Wall St. Rank hold DIA as of Q3 2018.

Signature Wealth Management Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2018 after selling out during the quarter.
Signature Wealth Management Group sold 155 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2018, an estimated $38K.
Signature Wealth Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 3 quarters.
Signature Wealth Management Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $38K in Q2 2018.
608 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.