Whitney & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Whitney & Co’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	-309	Closed	-$75K	–	328
2018 Q1	$75K	Buy	+309	New	+$77.6K	0.02%	151

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

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Whitney & Co's DIA Position: Q2 2018 in Review

Whitney & Co sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 309 shares — an estimated $75K sold.

Whitney & Co first reported a position in DIA in Q1 2018 and held it in 1 quarter. The position peaked at $75K in Q1 2018. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

Whitney & Co reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
Whitney & Co sold 309 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $75K.
Whitney & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 1 quarter.
Whitney & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $75K 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 Whitney & Co's 13F filing for Q2 2018, filed 14 Aug 2018.