Transamerica Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Transamerica Financial Advisors’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
2016 Q2	–	Sell	-6,733	Closed	-$1.19M	–	464
2016 Q1	$1.19M	Buy	6,733 +4,008	+147%	+$668K	0.1%	161
2015 Q4	$475K	Buy	2,725 +1,785	+190%	+$312K	0.03%	237
2015 Q3	$153K	Sell	940 -14,187	-94%	-$2.42M	0.01%	299
2015 Q2	$2.66M	Sell	15,127 -18,618	-55%	-$3.35M	0.19%	102
2015 Q1	$5.99M	Buy	+33,745	New	+$6M	0.42%	35
2013 Q3	–	Sell	-70	Closed	-$11K	–	601
2013 Q2	$11K	Buy	+70	New	+$10.5K	﹤0.01%	412

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

BAM

Broadmark Asset Management San Francisco, California $80.4M AUM 29.98% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Transamerica Financial Advisors's DIA Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2016, closing a stake of 6,733 shares — an estimated $1.19M sold.

Transamerica Financial Advisors first reported a position in DIA in Q2 2013 and held it in 6 quarters. The position peaked at $5.99M in Q1 2015. 390 funds tracked by Wall St. Rank hold DIA as of Q2 2016.

Transamerica Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 6,733 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2016, an estimated $1.19M.
Transamerica Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 6 quarters.
Transamerica Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.99M in Q1 2015.
390 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.