Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q4	–	Sell	-500	Closed	-$135K	–	411
2019 Q3	$135K	Buy	+500	New	+$133K	0.07%	133
2019 Q1	–	Sell	-500	Closed	-$116K	–	416
2018 Q4	$116K	Buy	+500	New	+$125K	0.07%	135
2017 Q1	–	Sell	-200	Closed	-$40K	–	327
2016 Q4	$40K	Buy	+200	New	+$37.7K	0.03%	166

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DIA Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2019, closing a stake of 500 shares — an estimated $135K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DIA in Q4 2016 and held it in 3 quarters. The position peaked at $135K in Q3 2019. 756 funds tracked by Wall St. Rank hold DIA as of Q4 2019.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2019 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2019, an estimated $135K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 3 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $135K in Q3 2019.
756 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.