Wealthfront’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealthfront’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
2017 Q4	–	Sell	-4,542	Closed	-$1.02M	–	505
2017 Q3	$1.02M	Buy	+4,542	New	+$994K	0.01%	195
2016 Q1	–	Sell	-1,551	Closed	-$270K	–	339
2015 Q4	$270K	Buy	1,551 +432	+39%	+$75.5K	0.01%	241
2015 Q3	$182K	Buy	+1,119	New	+$191K	0.01%	291
2015 Q2	–	Sell	-43	Closed	-$8K	–	1302
2015 Q1	$8K	Buy	43 +32	+291%	+$5.69K	﹤0.01%	670
2014 Q4	$2K	Buy	+11	New	+$1.91K	﹤0.01%	605

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

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

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

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront's DIA Position: Q4 2017 in Review

Wealthfront sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2017, closing a stake of 4,542 shares — an estimated $1.02M sold.

Wealthfront first reported a position in DIA in Q4 2014 and held it in 5 quarters. The position peaked at $1.02M in Q3 2017. 576 funds tracked by Wall St. Rank hold DIA as of Q4 2017.

Wealthfront reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2017 after selling out during the quarter.
Wealthfront sold 4,542 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2017, an estimated $1.02M.
Wealthfront first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 5 quarters.
Wealthfront's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.02M in Q3 2017.
576 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.