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

Whitener Capital Management’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
2019 Q4	–	Sell	-232	Closed	-$62K	–	212
2019 Q3	$62K	Hold	232	–	–	0.03%	202
2019 Q2	$61K	Hold	232	–	–	0.03%	205
2019 Q1	$60K	Hold	232	–	–	0.04%	199
2018 Q4	$54K	Buy	232 +62	+36%	+$15.5K	0.04%	187
2018 Q3	$44K	Buy	+170	New	+$43.5K	0.03%	216
2018 Q2	–	Sell	-185	Closed	-$44K	–	186
2018 Q1	$44K	Hold	185	–	–	0.03%	205
2017 Q4	$45K	Buy	+185	New	+$43.8K	0.04%	195

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Whitener Capital Management's DIA Position: Q4 2019 in Review

Whitener Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2019, closing a stake of 232 shares — an estimated $62K sold.

Whitener Capital Management first reported a position in DIA in Q4 2017 and held it in 7 quarters. The position peaked at $62K in Q3 2019. 755 funds tracked by Wall St. Rank hold DIA as of Q4 2019.

Whitener Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 232 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2019, an estimated $62K.
Whitener Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $62K in Q3 2019.
755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.