Summit Wealth & Retirement Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Summit Wealth & Retirement Planning’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 Q3	–	Sell	-1,578	Closed	-$419K	–	122
2019 Q2	$419K	Buy	1,578 +1	+0.1%	+$261	0.25%	84
2019 Q1	$409K	Buy	1,577 +1	+0.1%	+$252	0.24%	88
2018 Q4	$367K	Buy	+1,576	New	+$393K	0.28%	75

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Summit Wealth & Retirement Planning's DIA Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2019, closing a stake of 1,578 shares — an estimated $419K sold.

Summit Wealth & Retirement Planning first reported a position in DIA in Q4 2018 and held it in 3 quarters. The position peaked at $419K in Q2 2019. 663 funds tracked by Wall St. Rank hold DIA as of Q3 2019.

Summit Wealth & Retirement Planning reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2019 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 1,578 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2019, an estimated $419K.
Summit Wealth & Retirement Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 3 quarters.
Summit Wealth & Retirement Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $419K in Q2 2019.
663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.