Lee Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lee Financial’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	-75	Closed	-$18K	–	788
2018 Q1	$18K	Hold	75	–	–	﹤0.01%	361
2017 Q4	$19K	Hold	75	–	–	0.01%	256
2017 Q3	$17K	Hold	75	–	–	0.01%	252
2017 Q2	$16K	Hold	75	–	–	0.01%	264
2017 Q1	$15K	Hold	75	–	–	0.01%	236
2016 Q4	$15K	Buy	+75	New	+$14.1K	0.01%	245

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 23.1% 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

Lee Financial's DIA Position: Q2 2018 in Review

Lee Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 75 shares — an estimated $18K sold.

Lee Financial first reported a position in DIA in Q4 2016 and held it in 6 quarters. The position peaked at $19K in Q4 2017. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

Lee Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
Lee Financial sold 75 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $18K.
Lee Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 6 quarters.
Lee Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $19K in Q4 2017.
588 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.