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Veracity Capital’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Veracity Capital’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-34,160
Closed -$734K – 258
2020
Q3 		$734K Buy
+34,160
New +$737K 0.2% 123

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TA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Veracity Capital's DIAL Position: Q4 2020 in Review

Veracity Capital sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2020, closing a stake of 34,160 shares — an estimated $734K sold.

Veracity Capital first reported a position in DIAL in Q3 2020 and held it in 1 quarter. The position peaked at $734K in Q3 2020. 67 funds tracked by Wall St. Rank hold DIAL as of Q4 2020.

  • Veracity Capital reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Veracity Capital sold 34,160 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2020, an estimated $734K.
  • Veracity Capital first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Veracity Capital's Columbia Diversified Fixed Income Allocation ETF position peaked at $734K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2020.

Based on Veracity Capital's 13F filing for Q4 2020, filed 25 Jan 2021.