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

WealthShield’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	$254K	Buy	+1,023	New	+$242K	0.15%	110

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

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

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

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthShield's DIA Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2017: 1,023 shares worth $254K. The stake represents 0.15% of the portfolio and ranks #110 among its holdings.

577 funds tracked by Wall St. Rank hold DIA as of Q4 2017.

WealthShield held 1,023 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $254K as of Q4 2017.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new WealthShield position in Q4 2017.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of WealthShield's portfolio in Q4 2017, its #110 holding.
577 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.