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Lee Financial’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Lee Financial’s Portfolio NOBL Stock Details NOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,158
Closed -$98K – 625
2018
Q2 		$98K Hold
3,158
– – 0.02% 214
2018
Q1 		$98K Buy
+3,158
New +$101K 0.02% 209

Other funds holding NOBL

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Financial's NOBL Position: Q3 2018 in Review

Lee Financial sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2018, closing a stake of 3,158 shares — an estimated $98K sold.

Lee Financial first reported a position in NOBL in Q1 2018 and held it in 2 quarters. The position peaked at $98K in Q2 2018. 212 funds tracked by Wall St. Rank hold NOBL as of Q3 2018.

  • Lee Financial reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 3,158 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2018, an estimated $98K.
  • Lee Financial first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2018 and held it in 2 quarters.
  • Lee Financial's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $98K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.