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Winslow Evans & Crocker’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Winslow Evans & Crocker’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$27K Buy
+1,204
New +$26.2K 0.01% 724

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's DIAL Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2020: 1,204 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #724 among its holdings.

67 funds tracked by Wall St. Rank hold DIAL as of Q4 2020.

  • Winslow Evans & Crocker held 1,204 shares of Columbia Diversified Fixed Income Allocation ETF worth $27K as of Q4 2020.
  • Columbia Diversified Fixed Income Allocation ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #724 holding.
  • 67 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.