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

Waratah Capital 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
2018
Q2 		– Sell
-51,505
Closed -$12.4M – 156
2018
Q1 		$12.4M Buy
+51,505
New +$12.9M 1.31% 24

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Waratah Capital Advisors's DIA Position: Q2 2018 in Review

Waratah Capital Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 51,505 shares — an estimated $12.4M sold.

Waratah Capital Advisors first reported a position in DIA in Q1 2018 and held it in 1 quarter. The position peaked at $12.4M in Q1 2018. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

  • Waratah Capital Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 51,505 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $12.4M.
  • Waratah Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 1 quarter.
  • Waratah Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $12.4M in Q1 2018.
  • 588 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2018.

Based on Waratah Capital Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.