Winthrop Partners - WNY’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Winthrop Partners - WNY’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 Q3	$50.3K	Hold	187	–	–	0.03%	177
2019 Q2	$49.7K	Hold	187	–	–	0.04%	153
2019 Q1	$49.1K	Hold	187	–	–	0.04%	151
2018 Q4	$43.6K	Hold	187	–	–	0.04%	153
2018 Q3	$49.4K	Hold	187	–	–	0.04%	175
2018 Q2	$45.4K	Hold	187	–	–	0.04%	185
2018 Q1	$44.8K	Buy	+187	New	+$47K	0.03%	218

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Winthrop Partners - WNY's DIA Position: Q3 2019 in Review

Winthrop Partners - WNY held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2019 at 187 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #177.

Winthrop Partners - WNY first reported a position in DIA in Q1 2018 and has held it in 7 quarters since. 663 funds tracked by Wall St. Rank hold DIA as of Q3 2019.

Winthrop Partners - WNY held 187 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $50.3K as of Q3 2019.
Winthrop Partners - WNY left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2019.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Winthrop Partners - WNY's portfolio in Q3 2019, its #177 holding.
Winthrop Partners - WNY first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 7 quarters since.
663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.