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

Lehman Financial Resources’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 Q3	$338K	Hold	1,281	–	–	0.16%	65
2018 Q2	$310K	Buy	1,281 +210	+20%	+$51.6K	0.16%	61
2018 Q1	$258K	Buy	+1,071	New	+$269K	0.13%	66
2013 Q3	–	Sell	-500	Closed	-$74K	–	382
2013 Q2	$74K	Buy	+500	New	+$74.7K	0.05%	82

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Lehman Financial Resources's DIA Position: Q3 2018 in Review

Lehman Financial Resources held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2018 at 1,281 shares worth $338K. The position accounts for 0.16% of the portfolio, ranked #65.

Lehman Financial Resources first reported a position in DIA in Q2 2013 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold DIA as of Q3 2018.

Lehman Financial Resources held 1,281 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $338K as of Q3 2018.
Lehman Financial Resources left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2018.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Lehman Financial Resources's portfolio in Q3 2018, its #65 holding.
Lehman Financial Resources first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 4 quarters since.
608 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.