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

Sunflower Bank Wealth Management’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
2020 Q3	$326K	Sell	1,175 -135	-10%	-$36.9K	0.11%	96
2020 Q2	$338K	Hold	1,310	–	–	0.11%	102
2020 Q1	$287K	Sell	1,310 -43	-3%	-$11.4K	0.11%	101
2019 Q4	$386K	Hold	1,353	–	–	0.12%	101
2019 Q3	$364K	Hold	1,353	–	–	0.12%	103
2019 Q2	$360K	Sell	1,353 -450	-25%	-$117K	0.12%	104
2019 Q1	$467K	Sell	1,803 -30	-2%	-$7.54K	0.14%	94
2018 Q4	$427K	Sell	1,833 -105	-5%	-$26.2K	0.14%	97
2018 Q3	$512K	Sell	1,938 -85	-4%	-$21.8K	0.14%	94
2018 Q2	$491K	Hold	2,023	–	–	0.14%	92
2018 Q1	$488K	Sell	2,023 -5	-0.2%	-$1.26K	0.13%	93
2017 Q4	$502K	Buy	+2,028	New	+$480K	0.14%	86

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunflower Bank Wealth Management's DIA Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 10% in Q3 2020, selling an estimated $36.9K and leaving 1,175 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #96.

Sunflower Bank Wealth Management first reported a position in DIA in Q4 2017 and has held it in 12 quarters since. The position peaked at $512K in Q3 2018. 754 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

Sunflower Bank Wealth Management held 1,175 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $326K as of Q3 2020.
Sunflower Bank Wealth Management sold 135 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $36.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #96 holding.
Sunflower Bank Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $512K in Q3 2018.
754 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.