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

WFG 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
2017 Q2	$814K	Sell	3,818 -36	-0.9%	-$7.55K	0.18%	129
2017 Q1	$795K	Sell	3,854 -41	-1%	-$8.36K	0.21%	113
2016 Q4	$769K	Buy	3,895 +827	+27%	+$156K	0.19%	142
2016 Q3	$561K	Buy	3,068 +31	+1%	+$5.69K	0.14%	166
2016 Q2	$544K	Sell	3,037 -159	-5%	-$28.2K	0.15%	161
2016 Q1	$565K	Sell	3,196 -123	-4%	-$20.5K	0.16%	155
2015 Q4	$577K	Buy	3,319 +256	+8%	+$44.7K	0.17%	143
2015 Q3	$498K	Buy	3,063 +87	+3%	+$14.8K	0.16%	157
2015 Q2	$523K	Sell	2,976 -10	-0.3%	-$1.8K	0.14%	153
2015 Q1	$530K	Sell	2,986 -1,126	-27%	-$200K	0.15%	159
2014 Q4	$732K	Sell	4,112 -721	-15%	-$125K	0.15%	151
2014 Q3	$822K	Buy	4,833 +5	+0.1%	+$847	0.16%	164
2014 Q2	$810K	Buy	4,828 +6	+0.1%	+$995	0.15%	169
2014 Q1	$792K	Sell	4,822 -7,470	-61%	-$1.21M	0.16%	162
2013 Q4	$2.03M	Sell	12,292 -3,180	-21%	-$500K	0.29%	73
2013 Q3	$2.34M	Buy	15,472 +1,274	+9%	+$194K	0.36%	58
2013 Q2	$2.11M	Buy	+14,198	New	+$2.12M	0.35%	63

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

WFG Advisors's DIA Position: Q2 2017 in Review

WFG Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.93% in Q2 2017, selling an estimated $7.55K and leaving 3,818 shares worth $814K. The position accounts for 0.18% of the portfolio, ranked #129.

WFG Advisors first reported a position in DIA in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.34M in Q3 2013. 473 funds tracked by Wall St. Rank hold DIA as of Q2 2017.

WFG Advisors held 3,818 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $814K as of Q2 2017.
WFG Advisors sold 36 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2017, an estimated $7.55K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of WFG Advisors's portfolio in Q2 2017, its #129 holding.
WFG Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.34M in Q3 2013.
473 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.