YorkBridge Wealth Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-44	Closed	-$12K	–	285
2019 Q2	$12K	Hold	44	–	–	0.01%	517
2019 Q1	$11K	Hold	44	–	–	0.01%	569
2018 Q4	$10K	Hold	44	–	–	0.01%	565
2018 Q3	$12K	Hold	44	–	–	0.01%	584
2018 Q2	$11K	Hold	44	–	–	﹤0.01%	604
2018 Q1	$11K	Hold	44	–	–	0.01%	602
2017 Q4	$11K	Hold	44	–	–	0.01%	616
2017 Q3	$10K	Hold	44	–	–	0.01%	631
2017 Q2	$9K	Hold	44	–	–	﹤0.01%	642
2017 Q1	$9K	Hold	44	–	–	﹤0.01%	632
2016 Q4	$8K	Buy	+44	New	+$8.3K	﹤0.01%	630

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

YorkBridge Wealth Partners's DIA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2019, closing a stake of 44 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in DIA in Q4 2016 and held it in 11 quarters. The position peaked at $12K in Q2 2019. 663 funds tracked by Wall St. Rank hold DIA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 44 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $12K in Q2 2019.
663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.